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
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$10.9M
3
+$8.91M
4
TAN icon
Invesco Solar ETF
TAN
+$8.75M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.66M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$11.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
MCD icon
McDonald's
MCD
+$5.91M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3.01%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$36K ﹤0.01%
1,463
-350
552
$36K ﹤0.01%
218
553
$35K ﹤0.01%
1,278
554
$35K ﹤0.01%
58
+47
555
$35K ﹤0.01%
348
556
$34K ﹤0.01%
470
557
$34K ﹤0.01%
93
-15
558
$34K ﹤0.01%
400
559
$34K ﹤0.01%
3,174
560
$33K ﹤0.01%
1,131
561
$33K ﹤0.01%
1,292
-2
562
$33K ﹤0.01%
998
-22
563
$33K ﹤0.01%
233
-11
564
$32K ﹤0.01%
375
565
$32K ﹤0.01%
6,055
566
$32K ﹤0.01%
549
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567
$31K ﹤0.01%
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568
$31K ﹤0.01%
+500
569
$31K ﹤0.01%
360
570
$31K ﹤0.01%
3,010
+10
571
$30K ﹤0.01%
594
572
$30K ﹤0.01%
1,095
573
$30K ﹤0.01%
313
574
$29K ﹤0.01%
267
+184
575
$29K ﹤0.01%
75
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