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
326
$236K 0.01%
10,453
327
$233K 0.01%
4
328
$232K 0.01%
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330
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331
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8
332
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989
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$221K 0.01%
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335
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336
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+1,051
337
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4,570
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338
$216K 0.01%
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339
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+3,670
340
$213K 0.01%
1,460
+1,260
341
$211K 0.01%
5,000
342
$210K 0.01%
3,361
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343
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344
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5,580
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345
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+3,080
346
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347
$203K 0.01%
7,686
+2,886
348
$202K 0.01%
734
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349
$201K 0.01%
3,316
+444
350
$200K 0.01%
3,827
-459
12 13
14
15 16