EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$10.6M
3
+$8.68M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.5M
5
TAN icon
Invesco Solar ETF
TAN
+$8.28M

Top Sells

1
+$13.6M
2
+$10.3M
3
+$10.2M
4
KMI icon
Kinder Morgan
KMI
+$8.97M
5
MCD icon
McDonald's
MCD
+$5.4M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$316K 0.01%
24,044
277
$314K 0.01%
432
+334
278
$313K 0.01%
1,539
+25
279
$312K 0.01%
9,219
280
$308K 0.01%
8,235
281
$307K 0.01%
915
-11
282
$305K 0.01%
19,235
283
$305K 0.01%
8,717
-5,122
284
$301K 0.01%
1,500
285
$296K 0.01%
+13,701
286
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749
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287
$294K 0.01%
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-12
288
$293K 0.01%
371
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289
$290K 0.01%
804
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290
$287K 0.01%
1,925
+1,152
291
$287K 0.01%
19,500
292
$286K 0.01%
6,444
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293
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632
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294
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2,184
295
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1,212
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296
$280K 0.01%
2,305
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297
$278K 0.01%
3,600
298
$276K 0.01%
3,726
299
$271K 0.01%
364
-14
300
$259K 0.01%
1,223
-29
10 11
12
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