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
526
$47K ﹤0.01%
166
-8
527
$46K ﹤0.01%
980
528
$46K ﹤0.01%
1,092
529
$46K ﹤0.01%
85
+44
530
$46K ﹤0.01%
805
-22
531
$45K ﹤0.01%
1,557
+1,143
532
$44K ﹤0.01%
1,000
533
$44K ﹤0.01%
1,262
534
$43K ﹤0.01%
710
535
$43K ﹤0.01%
657
+20
536
$43K ﹤0.01%
248
537
$42K ﹤0.01%
817
+78
538
$42K ﹤0.01%
270
-12,532
539
$42K ﹤0.01%
1,202
-20
540
$42K ﹤0.01%
214
541
$42K ﹤0.01%
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542
$41K ﹤0.01%
169
-18
543
$41K ﹤0.01%
700
544
$41K ﹤0.01%
500
545
$40K ﹤0.01%
1,178
+746
546
$39K ﹤0.01%
626
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547
$39K ﹤0.01%
2,696
548
$39K ﹤0.01%
699
+358
549
$38K ﹤0.01%
3,800
550
$38K ﹤0.01%
906
-13
20 21
22
23 24