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
451
$93K ﹤0.01%
515
-50
452
$92K ﹤0.01%
2,766
-11
453
$91K ﹤0.01%
+1,620
454
$91K ﹤0.01%
+394
455
$91K ﹤0.01%
3,300
456
$90K ﹤0.01%
+158
457
$89K ﹤0.01%
5,000
458
$87K ﹤0.01%
3,800
459
$86K ﹤0.01%
7
460
$86K ﹤0.01%
1,250
-7
461
$86K ﹤0.01%
+1,434
462
$86K ﹤0.01%
367
+81
463
$84K ﹤0.01%
1,050
464
$84K ﹤0.01%
622
-30
465
$83K ﹤0.01%
+1,666
466
$83K ﹤0.01%
1,280
+680
467
$83K ﹤0.01%
697
-50
468
$83K ﹤0.01%
490
+10
469
$83K ﹤0.01%
577
470
$83K ﹤0.01%
596
-41
471
$80K ﹤0.01%
412
472
$79K ﹤0.01%
500
+172
473
$79K ﹤0.01%
441
474
$79K ﹤0.01%
2,940
475
$76K ﹤0.01%
770
-25
17 18
19
20 21