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
401
$139K 0.01%
1,521
402
$138K 0.01%
1,958
+83
403
$137K 0.01%
+2
404
$130K ﹤0.01%
3
-164
405
$130K ﹤0.01%
598
-31
406
$128K ﹤0.01%
949
+52
407
$127K ﹤0.01%
2,005
408
$124K ﹤0.01%
2,400
409
$123K ﹤0.01%
2,059
410
$121K ﹤0.01%
+5
411
$118K ﹤0.01%
2,134
-133
412
$117K ﹤0.01%
+1,111
413
$116K ﹤0.01%
758
+583
414
$116K ﹤0.01%
+3,403
415
$116K ﹤0.01%
+1,300
416
$116K ﹤0.01%
+4,635
417
$115K ﹤0.01%
773
+518
418
$115K ﹤0.01%
2,164
+276
419
$114K ﹤0.01%
5,300
+1,000
420
$113K ﹤0.01%
4
421
$112K ﹤0.01%
+1
422
$112K ﹤0.01%
1,867
-107
423
$111K ﹤0.01%
1,184
+147
424
$111K ﹤0.01%
2,895
+239
425
$110K ﹤0.01%
1,746
-30
15 16
17
18 19