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
451
$81K ﹤0.01%
635
-36
452
$81K ﹤0.01%
4,300
-1,000
453
$81K ﹤0.01%
609
-13
454
$81K ﹤0.01%
577
455
$79K ﹤0.01%
623
-2
456
$79K ﹤0.01%
2,940
457
$79K ﹤0.01%
1,434
+354
458
$77K ﹤0.01%
369
+2
459
$77K ﹤0.01%
+245
460
$76K ﹤0.01%
724
461
$75K ﹤0.01%
1,555
+1,000
462
$74K ﹤0.01%
2,635
-1
463
$72K ﹤0.01%
1,762
464
$72K ﹤0.01%
594
465
$72K ﹤0.01%
544
+2
466
$72K ﹤0.01%
203
+194
467
$72K ﹤0.01%
437
-4
468
$71K ﹤0.01%
2,688
469
$71K ﹤0.01%
+700
470
$70K ﹤0.01%
1,666
471
$69K ﹤0.01%
4,620
472
$68K ﹤0.01%
3,800
473
$68K ﹤0.01%
1,000
-50
474
$68K ﹤0.01%
1,012
475
$68K ﹤0.01%
1,104
+1,000
17 18
19
20 21