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

Top Buys

1
+$59.7M
2
+$33.2M
3
+$15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.7M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.7M

Top Sells

1
+$7.11M
2
+$4.84M
3
+$2M
4
AMZN icon
Amazon
AMZN
+$1.69M
5
LOW icon
Lowe's Companies
LOW
+$1.25M

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
$27K ﹤0.01%
235
-31
604
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550
605
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106
-3
606
$26K ﹤0.01%
350
+9
607
$26K ﹤0.01%
555
608
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283
609
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+2,000
610
$26K ﹤0.01%
572
611
$25K ﹤0.01%
2,850
612
$25K ﹤0.01%
340
-60
613
$25K ﹤0.01%
300
614
$25K ﹤0.01%
790
615
$25K ﹤0.01%
237
-51
616
$25K ﹤0.01%
607
-190
617
$25K ﹤0.01%
767
-3
618
$25K ﹤0.01%
101
619
$25K ﹤0.01%
1,081
620
$25K ﹤0.01%
1,228
-300
621
$25K ﹤0.01%
141
622
$24K ﹤0.01%
310
623
$24K ﹤0.01%
+405
624
$24K ﹤0.01%
289
+56
625
$24K ﹤0.01%
+700
23 24
25
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