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
601
$27K ﹤0.01%
518
602
$27K ﹤0.01%
840
+2
603
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235
-31
604
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550
605
$26K ﹤0.01%
106
-3
606
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350
+9
607
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555
608
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609
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+2,000
610
$26K ﹤0.01%
572
611
$25K ﹤0.01%
340
-60
612
$25K ﹤0.01%
300
613
$25K ﹤0.01%
2,850
614
$25K ﹤0.01%
790
615
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237
-51
616
$25K ﹤0.01%
607
-190
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$25K ﹤0.01%
767
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619
$25K ﹤0.01%
1,081
620
$25K ﹤0.01%
1,228
-300
621
$25K ﹤0.01%
141
622
$24K ﹤0.01%
289
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623
$24K ﹤0.01%
+700
624
$24K ﹤0.01%
+3,200
625
$24K ﹤0.01%
386
23 24
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