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
476
$67K ﹤0.01%
510
477
$66K ﹤0.01%
1,060
-30
478
$65K ﹤0.01%
1,075
479
$65K ﹤0.01%
1,063
480
$63K ﹤0.01%
2,703
481
$63K ﹤0.01%
1,268
482
$63K ﹤0.01%
439
-2
483
$63K ﹤0.01%
905
-51
484
$63K ﹤0.01%
6,617
485
$62K ﹤0.01%
132
486
$62K ﹤0.01%
1,002
-59
487
$62K ﹤0.01%
848
488
$61K ﹤0.01%
710
489
$60K ﹤0.01%
158
490
$59K ﹤0.01%
2,985
+2,200
491
$59K ﹤0.01%
+972
492
$58K ﹤0.01%
177
-48
493
$58K ﹤0.01%
148
+73
494
$56K ﹤0.01%
592
-36
495
$56K ﹤0.01%
141
496
$55K ﹤0.01%
2,017
-1
497
$55K ﹤0.01%
2,101
498
$55K ﹤0.01%
+3,500
499
$54K ﹤0.01%
486
-20
500
$52K ﹤0.01%
500
18 19
20
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