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
526
$44K ﹤0.01%
+168
527
$44K ﹤0.01%
10,000
528
$43K ﹤0.01%
2,000
529
$43K ﹤0.01%
300
530
$43K ﹤0.01%
1,800
531
$42K ﹤0.01%
750
532
$42K ﹤0.01%
354
533
$41K ﹤0.01%
189
-7
534
$41K ﹤0.01%
353
535
$41K ﹤0.01%
1,099
-1,796
536
$41K ﹤0.01%
1,870
537
$41K ﹤0.01%
214
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538
$41K ﹤0.01%
588
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539
$40K ﹤0.01%
1,144
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540
$39K ﹤0.01%
+1,000
541
$39K ﹤0.01%
531
542
$39K ﹤0.01%
233
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$38K ﹤0.01%
101
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544
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387
545
$38K ﹤0.01%
962
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546
$38K ﹤0.01%
700
547
$38K ﹤0.01%
301
548
$37K ﹤0.01%
856
549
$37K ﹤0.01%
500
+274
550
$36K ﹤0.01%
143
-8
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