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
601
$28K ﹤0.01%
660
+14
602
$28K ﹤0.01%
228
+3
603
$28K ﹤0.01%
266
604
$28K ﹤0.01%
1,602
+911
605
$28K ﹤0.01%
200
606
$28K ﹤0.01%
115
+73
607
$27K ﹤0.01%
313
608
$27K ﹤0.01%
255
+6
609
$27K ﹤0.01%
492
610
$27K ﹤0.01%
470
611
$27K ﹤0.01%
123
-44
612
$26K ﹤0.01%
743
-1
613
$26K ﹤0.01%
378
+312
614
$26K ﹤0.01%
1,095
615
$26K ﹤0.01%
550
616
$26K ﹤0.01%
452
617
$25K ﹤0.01%
154
618
$25K ﹤0.01%
459
+33
619
$25K ﹤0.01%
518
620
$25K ﹤0.01%
810
-100
621
$25K ﹤0.01%
574
+403
622
$24K ﹤0.01%
338
-1
623
$24K ﹤0.01%
109
-6
624
$24K ﹤0.01%
300
625
$24K ﹤0.01%
386
23 24
25
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