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
301
$258K 0.01%
2,161
-185
302
$257K 0.01%
1,697
-1
303
$255K 0.01%
3,304
-64
304
$254K 0.01%
1,710
+29
305
$254K 0.01%
4,094
+4,000
306
$252K 0.01%
+25,000
307
$249K 0.01%
6,240
308
$247K 0.01%
10,453
309
$246K 0.01%
841
310
$246K 0.01%
1,705
-165
311
$240K 0.01%
18,000
312
$240K 0.01%
17,017
+2,499
313
$240K 0.01%
1,223
+135
314
$240K 0.01%
14,308
315
$240K 0.01%
963
-7
316
$238K 0.01%
3,375
+2,125
317
$237K 0.01%
4,890
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318
$235K 0.01%
2,932
-186
319
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1,839
-15
320
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3,942
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321
$235K 0.01%
1,774
+27
322
$235K 0.01%
9,069
+8,240
323
$233K 0.01%
33,350
324
$230K 0.01%
3,649
+691
325
$227K 0.01%
18,561
+3,397
11 12
13
14 15