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
501
$52K ﹤0.01%
800
502
$50K ﹤0.01%
+125
503
$49K ﹤0.01%
980
504
$49K ﹤0.01%
823
505
$49K ﹤0.01%
106
506
$49K ﹤0.01%
708
-1
507
$49K ﹤0.01%
3,207
508
$48K ﹤0.01%
245
-14
509
$48K ﹤0.01%
1,961
+479
510
$47K ﹤0.01%
165
-8
511
$47K ﹤0.01%
+1,200
512
$47K ﹤0.01%
149
513
$47K ﹤0.01%
555
+150
514
$47K ﹤0.01%
750
515
$46K ﹤0.01%
496
516
$45K ﹤0.01%
19
517
$45K ﹤0.01%
317
-173
518
$45K ﹤0.01%
750
519
$45K ﹤0.01%
200
520
$44K ﹤0.01%
130
-11
521
$44K ﹤0.01%
591
+100
522
$44K ﹤0.01%
1,077
523
$44K ﹤0.01%
294
-18
524
$44K ﹤0.01%
1,686
525
$44K ﹤0.01%
317
19 20
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