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
376
$146K 0.01%
1,898
+104
377
$145K 0.01%
7,000
378
$144K 0.01%
+2,000
379
$143K 0.01%
1,373
-520
380
$143K 0.01%
3,322
381
$143K 0.01%
+533
382
$141K 0.01%
1,500
383
$140K 0.01%
1,435
+665
384
$139K 0.01%
2,233
385
$139K 0.01%
2,917
+171
386
$139K 0.01%
1,077
387
$137K 0.01%
2,966
-395
388
$134K 0.01%
610
389
$134K 0.01%
2,849
390
$133K 0.01%
3,056
391
$132K 0.01%
1,958
392
$131K ﹤0.01%
1,131
393
$129K ﹤0.01%
1,580
+59
394
$129K ﹤0.01%
2,390
+600
395
$128K ﹤0.01%
293
-46
396
$128K ﹤0.01%
2,670
+800
397
$128K ﹤0.01%
1,420
+413
398
$125K ﹤0.01%
2,134
399
$124K ﹤0.01%
2,064
+5
400
$123K ﹤0.01%
897
-52
14 15
16
17 18