EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$58.2M
2
+$32.3M
3
+$15.4M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M

Top Sells

1
+$4.84M
2
+$2.08M
3
+$1.65M
4
LOW icon
Lowe's Companies
LOW
+$1.26M
5
TDOC icon
Teladoc Health
TDOC
+$1.17M

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%
106
527
$50K ﹤0.01%
400
-82
528
$50K ﹤0.01%
1,800
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%
1,500
535
$46K ﹤0.01%
750
536
$45K ﹤0.01%
+491
537
$45K ﹤0.01%
+317
538
$44K ﹤0.01%
+750
539
$44K ﹤0.01%
151
-14
540
$44K ﹤0.01%
312
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$43K ﹤0.01%
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$42K ﹤0.01%
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$42K ﹤0.01%
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546
$41K ﹤0.01%
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547
$41K ﹤0.01%
108
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548
$41K ﹤0.01%
233
549
$41K ﹤0.01%
353
+198
550
$40K ﹤0.01%
1,077
20 21
22
23 24