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
$2.64B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$32.3M
3
+$15.4M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M

Top Sells

1
+$4.84M
2
+$2.08M
3
+$1.65M
4
LOW icon
Lowe's Companies
LOW
+$1.26M
5
TDOC icon
Teladoc Health
TDOC
+$1.17M

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
576
$31K ﹤0.01%
7
-1
577
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426
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360
579
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581
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583
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1,097
585
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259
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88
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990
597
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43
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$28K ﹤0.01%
1,810
599
$28K ﹤0.01%
137
-42
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$27K ﹤0.01%
939
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