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
426
$99K ﹤0.01%
1,961
427
$99K ﹤0.01%
+2,550
428
$98K ﹤0.01%
1,196
429
$96K ﹤0.01%
937
-247
430
$95K ﹤0.01%
412
431
$95K ﹤0.01%
726
432
$95K ﹤0.01%
+3,117
433
$93K ﹤0.01%
800
+375
434
$93K ﹤0.01%
2,639
+1,000
435
$92K ﹤0.01%
5,000
436
$92K ﹤0.01%
2,766
437
$92K ﹤0.01%
2,858
+73
438
$92K ﹤0.01%
394
439
$92K ﹤0.01%
3,654
+2,904
440
$91K ﹤0.01%
1,620
441
$90K ﹤0.01%
1,434
442
$90K ﹤0.01%
526
+133
443
$90K ﹤0.01%
3,300
444
$89K ﹤0.01%
1,706
+272
445
$89K ﹤0.01%
515
446
$87K ﹤0.01%
383
-280
447
$86K ﹤0.01%
1,243
-7
448
$83K ﹤0.01%
596
449
$82K ﹤0.01%
900
450
$82K ﹤0.01%
1,718
+290
16 17
18
19 20