EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$58.2M
2
+$32.3M
3
+$15.4M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M

Top Sells

1
+$4.84M
2
+$2.08M
3
+$1.65M
4
LOW icon
Lowe's Companies
LOW
+$1.26M
5
TDOC icon
Teladoc Health
TDOC
+$1.17M

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%
558
430
$107K ﹤0.01%
+60,000
431
$107K ﹤0.01%
11,180
432
$105K ﹤0.01%
4,000
433
$105K ﹤0.01%
1,591
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%
1,250
441
$98K ﹤0.01%
1,961
442
$98K ﹤0.01%
1,870
+1,405
443
$98K ﹤0.01%
2,688
444
$97K ﹤0.01%
1,007
+532
445
$97K ﹤0.01%
393
+58
446
$97K ﹤0.01%
+1,434
447
$97K ﹤0.01%
+726
448
$96K ﹤0.01%
671
-99
449
$96K ﹤0.01%
7,257
450
$94K ﹤0.01%
1,650
16 17
18
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