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
$2.64B
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
26
$15.3M 0.58%
89,001
+122
27
$13.4M 0.51%
234,718
-3,189
28
$12.9M 0.49%
57,072
+51,303
29
$12.4M 0.47%
598,829
+530
30
$12.1M 0.46%
33,200
+9,408
31
$12M 0.46%
659,394
-210
32
$11.9M 0.45%
95,184
+53
33
$11.8M 0.45%
213,412
+5,840
34
$11.7M 0.44%
109,460
+21,452
35
$11.2M 0.43%
+70,422
36
$11.1M 0.42%
30,502
+251
37
$10.8M 0.41%
65,485
-128
38
$10.4M 0.4%
186,191
+3,963
39
$10.2M 0.39%
66,119
+12,601
40
$9.97M 0.38%
329,941
+191,852
41
$9.72M 0.37%
50,094
-6,419
42
$8.6M 0.33%
28,602
-256
43
$8.37M 0.32%
56,515
+3,201
44
$8.36M 0.32%
15,686
+138
45
$8.31M 0.32%
20,763
+218
46
$7.25M 0.27%
41,525
+10,409
47
$7.2M 0.27%
26,421
+168
48
$7.01M 0.27%
47,155
+2,112
49
$6.81M 0.26%
57,344
-3,741
50
$6.75M 0.26%
29,701
-168
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