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
626
$21K ﹤0.01%
+444
627
$21K ﹤0.01%
600
628
$21K ﹤0.01%
508
+279
629
$21K ﹤0.01%
227
+67
630
$21K ﹤0.01%
+109
631
$21K ﹤0.01%
+149
632
$20K ﹤0.01%
126
-18
633
$20K ﹤0.01%
+160
634
$20K ﹤0.01%
342
635
$20K ﹤0.01%
229
-49
636
$20K ﹤0.01%
1,097
637
$20K ﹤0.01%
305
-45
638
$19K ﹤0.01%
117
639
$19K ﹤0.01%
2,954
+1,154
640
$19K ﹤0.01%
11
641
$19K ﹤0.01%
300
642
$19K ﹤0.01%
790
643
$19K ﹤0.01%
728
644
$19K ﹤0.01%
1,020
+680
645
$19K ﹤0.01%
+379
646
$19K ﹤0.01%
43
-5
647
$19K ﹤0.01%
685
648
$19K ﹤0.01%
30
-7
649
$18K ﹤0.01%
537
650
$18K ﹤0.01%
169
+72
24 25
26
27 28