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
376
$174K 0.01%
339
-10
377
$171K 0.01%
+3,471
378
$168K 0.01%
+663
379
$168K 0.01%
529
-22
380
$168K 0.01%
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381
$168K 0.01%
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-8
382
$168K 0.01%
7,000
383
$165K 0.01%
1,258
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384
$162K 0.01%
2,423
+869
385
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3,465
386
$162K 0.01%
840
-887
387
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1,732
388
$156K 0.01%
2,149
-21
389
$155K 0.01%
147,500
390
$152K 0.01%
1,131
-3
391
$150K 0.01%
1,794
+380
392
$150K 0.01%
2,849
-33
393
$149K 0.01%
1,376
394
$146K 0.01%
1,077
395
$145K 0.01%
1,500
396
$145K 0.01%
+5,000
397
$144K 0.01%
3,322
398
$140K 0.01%
+3,056
399
$140K 0.01%
+6,500
400
$139K 0.01%
4
14 15
16
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