EW
Evoke Wealth Portfolio holdings
AUM
$4.8B
1-Year Est. Return
17.55%
1 Year Est. Return
+17.55%
AUM
$4.26B
AUM Growth
+$431M
(+11%)
Holding
608
Top Buys
| 1 | +$31.8M | |
| 2 | +$12.2M | |
| 3 | +$11.6M | |
| 4 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$11.2M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$8.9M |
Top Sells
| 1 | +$26.2M | |
| 2 | +$20.3M | |
| 3 | +$7.16M | |
| 4 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
+$5.95M |
| 5 |
UPAR Ultra Risk Parity ETF
UPAR
|
+$5.2M |
Sector Composition
| 1 | Technology | 7.76% |
| 2 | Financials | 2.72% |
| 3 | Communication Services | 2.05% |
| 4 | Consumer Discretionary | 1.93% |
| 5 | Healthcare | 1.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.4B
| – | – |
-2,262
|
|
||
|
AMTM
602
Amentum Holdings
AMTM
$8.43B
| – | – |
-12,235
|
|
||
603
General Mills
GIS
$24.3B
| – | – |
-4,679
|
|
||
604
Applied Digital
APLD
$9.85B
| – | – |
-36,200
|
|
||
605
Ares Management
ARES
$37.4B
| – | – |
-1,543
|
|
||
606
Brookfield
BN
$106B
| – | – |
-6,372
|
|
||
607
CAVA Group
CAVA
$8.35B
| – | – |
-2,418
|
|
||
608
C.H. Robinson
CHRW
$20.7B
| – | – |
-2,726
|
|