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
1,290
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
426
$90K ﹤0.01%
1,256
+9
427
$89K ﹤0.01%
1,085
-4
428
$89K ﹤0.01%
2,699
429
$89K ﹤0.01%
1,602
+2
430
$88K ﹤0.01%
1,917
-1,125
431
$88K ﹤0.01%
1,703
-149
432
$86K ﹤0.01%
+2,000
433
$86K ﹤0.01%
1,975
434
$85K ﹤0.01%
1,783
+758
435
$84K ﹤0.01%
4,106
436
$84K ﹤0.01%
2,198
-13
437
$84K ﹤0.01%
1,517
-48
438
$83K ﹤0.01%
2,055
439
$81K ﹤0.01%
726
440
$81K ﹤0.01%
477
-61
441
$80K ﹤0.01%
1,122
442
$79K ﹤0.01%
2,233
443
$79K ﹤0.01%
1,500
444
$77K ﹤0.01%
1,958
445
$77K ﹤0.01%
+2,603
446
$75K ﹤0.01%
900
447
$75K ﹤0.01%
412
448
$74K ﹤0.01%
1,620
449
$73K ﹤0.01%
4,300
450
$73K ﹤0.01%
533
-103
16 17
18
19 20