EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$58.2M
2
+$32.3M
3
+$15.4M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M

Top Sells

1
+$4.84M
2
+$2.08M
3
+$1.65M
4
LOW icon
Lowe's Companies
LOW
+$1.26M
5
TDOC icon
Teladoc Health
TDOC
+$1.17M

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%
1,651
-501
627
$24K ﹤0.01%
310
628
$24K ﹤0.01%
+405
629
$23K ﹤0.01%
685
630
$23K ﹤0.01%
278
+46
631
$23K ﹤0.01%
1,000
632
$23K ﹤0.01%
210
633
$23K ﹤0.01%
+600
634
$23K ﹤0.01%
48
+5
635
$23K ﹤0.01%
750
+743
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%
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644
$21K ﹤0.01%
87
-25
645
$21K ﹤0.01%
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646
$21K ﹤0.01%
11
647
$21K ﹤0.01%
400
648
$21K ﹤0.01%
329
-59
649
$21K ﹤0.01%
226
650
$21K ﹤0.01%
517
24 25
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