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
551
$38K ﹤0.01%
82
-2
552
$38K ﹤0.01%
2,872
553
$38K ﹤0.01%
299
554
$38K ﹤0.01%
994
-1,232
555
$37K ﹤0.01%
1,005
+34
556
$37K ﹤0.01%
45
557
$37K ﹤0.01%
25,000
558
$36K ﹤0.01%
151
-8
559
$36K ﹤0.01%
494
+136
560
$36K ﹤0.01%
5,000
561
$36K ﹤0.01%
76
-5
562
$36K ﹤0.01%
318
-47
563
$35K ﹤0.01%
365
+305
564
$35K ﹤0.01%
384
+8
565
$35K ﹤0.01%
750
566
$35K ﹤0.01%
405
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567
$35K ﹤0.01%
518
+18
568
$35K ﹤0.01%
1,060
-702
569
$35K ﹤0.01%
2,921
+1,717
570
$35K ﹤0.01%
553
-82
571
$35K ﹤0.01%
244
+17
572
$34K ﹤0.01%
354
573
$34K ﹤0.01%
1,382
-32
574
$34K ﹤0.01%
105
+10
575
$34K ﹤0.01%
455
+368
21 22
23
24 25