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
501
$62K ﹤0.01%
+848
502
$62K ﹤0.01%
1,080
-36
503
$61K ﹤0.01%
709
-39
504
$60K ﹤0.01%
9
505
$60K ﹤0.01%
628
+36
506
$60K ﹤0.01%
1,428
507
$59K ﹤0.01%
710
508
$59K ﹤0.01%
149
+87
509
$58K ﹤0.01%
980
510
$58K ﹤0.01%
300
511
$58K ﹤0.01%
10,000
512
$56K ﹤0.01%
2,101
513
$56K ﹤0.01%
1,639
-7
514
$56K ﹤0.01%
3,000
515
$55K ﹤0.01%
+200
516
$55K ﹤0.01%
225
-20
517
$54K ﹤0.01%
506
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518
$53K ﹤0.01%
2,018
519
$52K ﹤0.01%
+496
520
$52K ﹤0.01%
800
521
$52K ﹤0.01%
+2
522
$51K ﹤0.01%
3,372
523
$50K ﹤0.01%
823
-102
524
$50K ﹤0.01%
173
-19
525
$50K ﹤0.01%
106
19 20
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