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
551
$40K ﹤0.01%
+100
552
$39K ﹤0.01%
1,278
-173
553
$39K ﹤0.01%
1,145
-8
554
$38K ﹤0.01%
218
-32
555
$38K ﹤0.01%
244
+11
556
$38K ﹤0.01%
6,055
+1,225
557
$38K ﹤0.01%
427
+417
558
$37K ﹤0.01%
856
-136
559
$37K ﹤0.01%
531
-23
560
$37K ﹤0.01%
84
-5
561
$37K ﹤0.01%
387
-47
562
$37K ﹤0.01%
700
563
$36K ﹤0.01%
348
564
$36K ﹤0.01%
1,131
-282
565
$36K ﹤0.01%
1,870
566
$35K ﹤0.01%
354
567
$35K ﹤0.01%
75
-12
568
$34K ﹤0.01%
1,294
-18
569
$34K ﹤0.01%
550
+6
570
$34K ﹤0.01%
1,166
-67
571
$34K ﹤0.01%
3,174
572
$33K ﹤0.01%
375
573
$33K ﹤0.01%
1,020
+961
574
$32K ﹤0.01%
313
-270
575
$32K ﹤0.01%
1,639
21 22
23
24 25