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
576
$33K ﹤0.01%
720
577
$33K ﹤0.01%
+374
578
$33K ﹤0.01%
563
+6
579
$32K ﹤0.01%
582
-70
580
$32K ﹤0.01%
575
-170
581
$32K ﹤0.01%
584
582
$32K ﹤0.01%
204
+36
583
$32K ﹤0.01%
+701
584
$32K ﹤0.01%
+246
585
$32K ﹤0.01%
20,000
586
$31K ﹤0.01%
1,329
+610
587
$31K ﹤0.01%
395
+348
588
$31K ﹤0.01%
343
+40
589
$31K ﹤0.01%
832
-305
590
$30K ﹤0.01%
126
+10
591
$30K ﹤0.01%
317
592
$30K ﹤0.01%
134
-5
593
$30K ﹤0.01%
1,661
-932
594
$30K ﹤0.01%
3,174
595
$30K ﹤0.01%
360
596
$29K ﹤0.01%
826
+365
597
$29K ﹤0.01%
462
-43
598
$28K ﹤0.01%
161
+38
599
$28K ﹤0.01%
698
600
$28K ﹤0.01%
310
22 23
24
25 26