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
$2.7B
AUM Growth
-$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$21.9M
3
+$8.74M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.98M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$7.64M

Top Sells

1
+$102M
2
+$28.8M
3
+$19.4M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$6.79M
5
TAN icon
Invesco Solar ETF
TAN
+$6.61M

Sector Composition

1 Technology 4.86%
2 Financials 4.16%
3 Healthcare 2.99%
4 Consumer Discretionary 2.95%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$278K 0.01%
924
+4
277
$277K 0.01%
+3,955
278
$270K 0.01%
4,132
-3
279
$265K 0.01%
6,240
280
$262K 0.01%
4,347
281
$261K 0.01%
4,050
-9
282
$259K 0.01%
1,231
+5
283
$257K 0.01%
4,545
-10
284
$257K 0.01%
6,255
+2,865
285
$255K 0.01%
22,928
+1,252
286
$252K 0.01%
25,583
287
$250K 0.01%
7,998
-926
288
$249K 0.01%
7,271
-61
289
$248K 0.01%
7,666
290
$247K 0.01%
2,775
291
$245K 0.01%
1,097
+13
292
$243K 0.01%
2,622
-422
293
$239K 0.01%
11,720
294
$232K 0.01%
4,790
-300
295
$232K 0.01%
+7,341
296
$231K 0.01%
10,210
297
$231K 0.01%
1,637
-91
298
$231K 0.01%
4,477
-75
299
$228K 0.01%
1,302
-511
300
$228K 0.01%
20,000
10 11
12
13 14