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
501
$57K ﹤0.01%
1,047
-16
502
$57K ﹤0.01%
2,688
503
$56K ﹤0.01%
800
504
$54K ﹤0.01%
139
+4
505
$53K ﹤0.01%
1,160
+715
506
$53K ﹤0.01%
1,077
507
$53K ﹤0.01%
+750
508
$52K ﹤0.01%
992
509
$52K ﹤0.01%
1,183
-11
510
$51K ﹤0.01%
29
+4
511
$51K ﹤0.01%
235
512
$50K ﹤0.01%
875
-10
513
$50K ﹤0.01%
106
514
$50K ﹤0.01%
2,101
515
$50K ﹤0.01%
+600
516
$50K ﹤0.01%
316
+12
517
$49K ﹤0.01%
2,620
+1,272
518
$49K ﹤0.01%
505
-5
519
$49K ﹤0.01%
2,000
520
$49K ﹤0.01%
800
521
$48K ﹤0.01%
3,372
522
$47K ﹤0.01%
1,426
+76
523
$47K ﹤0.01%
195
-5
524
$47K ﹤0.01%
1,075
525
$47K ﹤0.01%
79
+8
19 20
21
22 23