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
26
$13.1M 0.49%
234,541
-177
27
$12.9M 0.48%
118,722
+9,262
28
$12.7M 0.48%
78,466
-63,025
29
$12.1M 0.45%
78,847
+12,728
30
$11.8M 0.44%
93,908
-1,276
31
$11.4M 0.43%
32,715
-485
32
$11.1M 0.42%
70,422
33
$10.8M 0.4%
213,982
+570
34
$10.8M 0.4%
65,567
+82
35
$10.7M 0.4%
30,025
-477
36
$10.4M 0.39%
193,043
+6,852
37
$10.4M 0.39%
40,104
-16,968
38
$9.98M 0.37%
49,198
-896
39
$9.7M 0.36%
122,858
+55,739
40
$9.39M 0.35%
15,434
-252
41
$8.41M 0.32%
55,943
-572
42
$8.38M 0.31%
105,241
+103,941
43
$8.09M 0.3%
20,711
-52
44
$7.27M 0.27%
25,985
-436
45
$7.21M 0.27%
48,294
-90,761
46
$6.92M 0.26%
41,196
-329
47
$6.7M 0.25%
353,627
+37,920
48
$6.6M 0.25%
75,797
-1,103
49
$6.57M 0.25%
22,101
-6,501
50
$6.49M 0.24%
56,566
-778
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