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
326
$227K 0.01%
17,000
327
$225K 0.01%
3,082
328
$222K 0.01%
1,640
+180
329
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330
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686
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332
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5,390
-190
333
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5,000
334
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1,556
-192
335
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13,529
336
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4,292
337
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338
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3,080
339
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1,181
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340
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341
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1,900
-8,000
342
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343
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600
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345
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346
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347
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2,615
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348
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3,630
349
$184K 0.01%
7,686
350
$184K 0.01%
3,968
-20,468
12 13
14
15 16