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
401
$120K ﹤0.01%
7,147
402
$119K ﹤0.01%
610
+52
403
$119K ﹤0.01%
2,058
+2,000
404
$119K ﹤0.01%
+60,000
405
$118K ﹤0.01%
2,487
-1,340
406
$118K ﹤0.01%
495
+270
407
$115K ﹤0.01%
2,004
-1
408
$115K ﹤0.01%
1,867
409
$113K ﹤0.01%
807
-200
410
$113K ﹤0.01%
3,282
+2,804
411
$113K ﹤0.01%
1,010
-815
412
$113K ﹤0.01%
2,400
413
$112K ﹤0.01%
11,180
414
$111K ﹤0.01%
1,935
-1,735
415
$111K ﹤0.01%
45
416
$111K ﹤0.01%
1,110
-1
417
$109K ﹤0.01%
147,500
418
$105K ﹤0.01%
7,257
419
$105K ﹤0.01%
3,211
420
$104K ﹤0.01%
5,056
+4,752
421
$103K ﹤0.01%
1,803
+57
422
$102K ﹤0.01%
4,000
423
$102K ﹤0.01%
1,650
424
$100K ﹤0.01%
624
+1
425
$100K ﹤0.01%
1,671
15 16
17
18 19