EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$10.6M
3
+$8.68M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.5M
5
TAN icon
Invesco Solar ETF
TAN
+$8.28M

Top Sells

1
+$13.6M
2
+$10.3M
3
+$10.2M
4
KMI icon
Kinder Morgan
KMI
+$8.97M
5
MCD icon
McDonald's
MCD
+$5.4M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$25K ﹤0.01%
310
602
$25K ﹤0.01%
715
-224
603
$25K ﹤0.01%
767
604
$25K ﹤0.01%
+460
605
$25K ﹤0.01%
71
-6
606
$25K ﹤0.01%
187
+124
607
$25K ﹤0.01%
40
-3
608
$25K ﹤0.01%
141
609
$24K ﹤0.01%
1,000
610
$24K ﹤0.01%
+340
611
$24K ﹤0.01%
213
-24
612
$24K ﹤0.01%
572
613
$24K ﹤0.01%
1,081
614
$23K ﹤0.01%
+50
615
$23K ﹤0.01%
700
616
$23K ﹤0.01%
146
-9
617
$23K ﹤0.01%
283
618
$23K ﹤0.01%
168
619
$23K ﹤0.01%
386
620
$23K ﹤0.01%
131
-6
621
$23K ﹤0.01%
186
622
$22K ﹤0.01%
78
-9
623
$22K ﹤0.01%
92
624
$22K ﹤0.01%
210
625
$22K ﹤0.01%
329
23 24
25
26 27