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
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%
93
-15
557
$34K ﹤0.01%
400
558
$34K ﹤0.01%
3,174
559
$34K ﹤0.01%
470
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
-1
567
$31K ﹤0.01%
1,166
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
-9
21 22
23
24 25