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
476
$76K ﹤0.01%
594
477
$75K ﹤0.01%
3,207
478
$75K ﹤0.01%
2,636
+1,408
479
$75K ﹤0.01%
141
480
$74K ﹤0.01%
+1,762
481
$74K ﹤0.01%
900
482
$74K ﹤0.01%
724
483
$73K ﹤0.01%
542
-262
484
$72K ﹤0.01%
1,090
+27
485
$71K ﹤0.01%
510
-38
486
$71K ﹤0.01%
98
-17
487
$71K ﹤0.01%
4,620
488
$70K ﹤0.01%
6,617
489
$69K ﹤0.01%
2,703
490
$69K ﹤0.01%
319
-29
491
$69K ﹤0.01%
225
+15
492
$69K ﹤0.01%
1,075
493
$67K ﹤0.01%
956
-257
494
$67K ﹤0.01%
853
-3
495
$66K ﹤0.01%
441
-3
496
$66K ﹤0.01%
1,012
497
$65K ﹤0.01%
1,063
498
$64K ﹤0.01%
1,061
-93
499
$63K ﹤0.01%
1,268
500
$62K ﹤0.01%
132
18 19
20
21 22