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
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$10.9M
3
+$8.91M
4
TAN icon
Invesco Solar ETF
TAN
+$8.75M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.66M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$11.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
MCD icon
McDonald's
MCD
+$5.91M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3.01%
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%
437
-4
464
$72K ﹤0.01%
1,762
465
$72K ﹤0.01%
594
466
$72K ﹤0.01%
544
+2
467
$72K ﹤0.01%
203
+194
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