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
$2.7B
AUM Growth
-$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$21.9M
3
+$8.74M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.98M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$7.64M

Top Sells

1
+$102M
2
+$28.8M
3
+$19.4M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$6.79M
5
TAN icon
Invesco Solar ETF
TAN
+$6.61M

Sector Composition

1 Technology 4.86%
2 Financials 4.16%
3 Healthcare 2.99%
4 Consumer Discretionary 2.95%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$63K ﹤0.01%
2,443
-390
477
$63K ﹤0.01%
1,063
478
$62K ﹤0.01%
684
-62
479
$62K ﹤0.01%
932
+34
480
$62K ﹤0.01%
439
-16
481
$62K ﹤0.01%
1,969
+1,485
482
$62K ﹤0.01%
+13,754
483
$62K ﹤0.01%
924
-176
484
$61K ﹤0.01%
555
+4
485
$61K ﹤0.01%
700
486
$61K ﹤0.01%
538
-6
487
$61K ﹤0.01%
405
488
$60K ﹤0.01%
+1,179
489
$60K ﹤0.01%
459
-3
490
$60K ﹤0.01%
1,292
491
$60K ﹤0.01%
23,933
-272
492
$60K ﹤0.01%
848
493
$59K ﹤0.01%
533
+330
494
$59K ﹤0.01%
4,020
-14,307
495
$59K ﹤0.01%
1,165
+6
496
$59K ﹤0.01%
632
+16
497
$58K ﹤0.01%
1,110
+4
498
$57K ﹤0.01%
1,012
499
$57K ﹤0.01%
4,620
500
$57K ﹤0.01%
1,268
18 19
20
21 22