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
351
$197K 0.01%
1,800
352
$197K 0.01%
2,319
-96
353
$194K 0.01%
45
354
$194K 0.01%
2,958
+2,337
355
$193K 0.01%
15,164
+5,991
356
$192K 0.01%
3,630
357
$187K 0.01%
1,748
+1,668
358
$186K 0.01%
2,235
-55
359
$186K 0.01%
20,000
360
$185K 0.01%
2,233
361
$185K 0.01%
+4,130
362
$182K 0.01%
5
363
$182K 0.01%
610
+1
364
$182K 0.01%
2,640
-29
365
$181K 0.01%
1,007
+257
366
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6
367
$179K 0.01%
2,436
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368
$179K 0.01%
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369
$178K 0.01%
2,746
+2,354
370
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3,387
+3,185
371
$178K 0.01%
1,112
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372
$177K 0.01%
1,131
373
$177K 0.01%
4,227
374
$176K 0.01%
1,591
+26
375
$175K 0.01%
3,500
13 14
15
16 17