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
$2.7B
AUM Growth
-$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$21.9M
3
+$8.74M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.98M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$7.64M

Top Sells

1
+$102M
2
+$28.8M
3
+$19.4M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$6.79M
5
TAN icon
Invesco Solar ETF
TAN
+$6.61M

Sector Composition

1 Technology 4.86%
2 Financials 4.16%
3 Healthcare 2.99%
4 Consumer Discretionary 2.95%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$110K ﹤0.01%
3,764
+792
402
$108K ﹤0.01%
345
-8,293
403
$106K ﹤0.01%
2,735
-2,315
404
$106K ﹤0.01%
1,191
-160
405
$105K ﹤0.01%
1,181
-479
406
$104K ﹤0.01%
1,854
-224
407
$103K ﹤0.01%
+4,311
408
$103K ﹤0.01%
1,092
409
$103K ﹤0.01%
689
410
$102K ﹤0.01%
2,635
411
$101K ﹤0.01%
210
412
$101K ﹤0.01%
537
-314
413
$101K ﹤0.01%
1,111
414
$101K ﹤0.01%
2,400
415
$100K ﹤0.01%
1,216
+541
416
$100K ﹤0.01%
884
-39
417
$99K ﹤0.01%
4,996
-60
418
$98K ﹤0.01%
+9,677
419
$97K ﹤0.01%
2,005
420
$96K ﹤0.01%
12,310
421
$93K ﹤0.01%
1,935
422
$93K ﹤0.01%
1,253
-647
423
$93K ﹤0.01%
2,624
424
$91K ﹤0.01%
655
-331
425
$91K ﹤0.01%
1,666
15 16
17
18 19