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
526
$50K ﹤0.01%
400
-82
527
$50K ﹤0.01%
1,800
528
$50K ﹤0.01%
405
+172
529
$49K ﹤0.01%
141
+11
530
$49K ﹤0.01%
259
+14
531
$49K ﹤0.01%
2,400
+1,200
532
$48K ﹤0.01%
1,813
-165
533
$48K ﹤0.01%
2,000
534
$47K ﹤0.01%
750
535
$46K ﹤0.01%
750
536
$45K ﹤0.01%
+491
537
$45K ﹤0.01%
+317
538
$44K ﹤0.01%
151
-14
539
$44K ﹤0.01%
+750
540
$44K ﹤0.01%
312
-52
541
$44K ﹤0.01%
301
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542
$43K ﹤0.01%
1,500
543
$43K ﹤0.01%
1,482
+982
544
$42K ﹤0.01%
19
-4
545
$42K ﹤0.01%
196
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546
$41K ﹤0.01%
425
+40
547
$41K ﹤0.01%
108
-13
548
$41K ﹤0.01%
233
549
$41K ﹤0.01%
353
+198
550
$40K ﹤0.01%
1,077
20 21
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23 24