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
276
$363K 0.01%
19,000
277
$360K 0.01%
131,563
278
$358K 0.01%
9,535
+1,410
279
$356K 0.01%
+35,000
280
$346K 0.01%
7,666
281
$344K 0.01%
6,700
+2,300
282
$341K 0.01%
34,604
283
$339K 0.01%
1,802
284
$337K 0.01%
1,420
285
$335K 0.01%
9,219
+8,341
286
$330K 0.01%
1,514
287
$328K 0.01%
926
-26
288
$328K 0.01%
1,067
+9
289
$327K 0.01%
19,235
290
$321K 0.01%
3,368
-29
291
$316K 0.01%
4,347
+1,092
292
$314K 0.01%
6,240
293
$308K 0.01%
670
-1,198
294
$306K 0.01%
2,157
+166
295
$305K 0.01%
8,235
296
$301K 0.01%
1,500
-1,699
297
$300K 0.01%
685
+115
298
$291K 0.01%
19,500
299
$290K 0.01%
838
+125
300
$285K 0.01%
3,600
10 11
12
13 14