EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$33.2M
3
+$15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.7M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.7M

Top Sells

1
+$7.11M
2
+$4.84M
3
+$2M
4
AMZN icon
Amazon
AMZN
+$1.69M
5
LOW icon
Lowe's Companies
LOW
+$1.25M

Sector Composition

1 Financials 5.45%
2 Technology 5.12%
3 Consumer Discretionary 3.48%
4 Healthcare 3.45%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$429K 0.02%
7,244
-100
252
$427K 0.02%
9
253
$426K 0.02%
10
254
$426K 0.02%
9,630
255
$423K 0.02%
+29,000
256
$422K 0.02%
12,179
257
$421K 0.02%
+21,000
258
$416K 0.02%
7,886
259
$415K 0.02%
+21,200
260
$414K 0.02%
3,385
261
$413K 0.02%
+26,800
262
$411K 0.02%
1,992
+27
263
$410K 0.02%
11,720
264
$408K 0.02%
6,198
-628
265
$403K 0.02%
+28,800
266
$399K 0.02%
6,456
+2,418
267
$394K 0.01%
24,168
+2,000
268
$393K 0.01%
52,345
269
$384K 0.01%
6,296
+59
270
$383K 0.01%
3,400
+342
271
$379K 0.01%
34,278
-4,829
272
$374K 0.01%
16,709
+7,634
273
$372K 0.01%
1,620
+77
274
$371K 0.01%
1,648
+208
275
$364K 0.01%
4,292
9 10
11
12 13