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
626
$24K ﹤0.01%
+3,200
627
$24K ﹤0.01%
386
628
$24K ﹤0.01%
1,651
-501
629
$23K ﹤0.01%
278
+46
630
$23K ﹤0.01%
1,000
631
$23K ﹤0.01%
210
632
$23K ﹤0.01%
+600
633
$23K ﹤0.01%
48
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634
$23K ﹤0.01%
685
635
$23K ﹤0.01%
750
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636
$22K ﹤0.01%
+537
637
$22K ﹤0.01%
144
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638
$22K ﹤0.01%
92
-3
639
$22K ﹤0.01%
168
640
$22K ﹤0.01%
373
641
$22K ﹤0.01%
186
642
$22K ﹤0.01%
829
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643
$22K ﹤0.01%
+500
644
$21K ﹤0.01%
339
645
$21K ﹤0.01%
340
646
$21K ﹤0.01%
675
+10
647
$21K ﹤0.01%
546
+29
648
$21K ﹤0.01%
37
+6
649
$21K ﹤0.01%
87
-25
650
$21K ﹤0.01%
+505
24 25
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