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
426
$109K ﹤0.01%
7,147
427
$108K ﹤0.01%
2,502
+300
428
$108K ﹤0.01%
3,375
429
$107K ﹤0.01%
11,180
430
$107K ﹤0.01%
558
431
$107K ﹤0.01%
+60,000
432
$105K ﹤0.01%
4,000
433
$105K ﹤0.01%
1,790
434
$104K ﹤0.01%
625
-7,203
435
$103K ﹤0.01%
2,785
+1,389
436
$103K ﹤0.01%
623
-311
437
$101K ﹤0.01%
1,671
438
$101K ﹤0.01%
3,211
439
$99K ﹤0.01%
1,196
-55
440
$98K ﹤0.01%
1,961
441
$98K ﹤0.01%
1,870
+1,405
442
$98K ﹤0.01%
2,688
443
$98K ﹤0.01%
1,250
444
$97K ﹤0.01%
393
+58
445
$97K ﹤0.01%
+1,434
446
$97K ﹤0.01%
+726
447
$97K ﹤0.01%
1,007
+532
448
$96K ﹤0.01%
671
-99
449
$96K ﹤0.01%
7,257
450
$94K ﹤0.01%
1,650
16 17
18
19 20