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
626
$23K ﹤0.01%
522
-41
627
$23K ﹤0.01%
728
+605
628
$23K ﹤0.01%
187
629
$23K ﹤0.01%
555
+75
630
$23K ﹤0.01%
302
-14
631
$23K ﹤0.01%
984
632
$22K ﹤0.01%
6,055
633
$22K ﹤0.01%
+717
634
$22K ﹤0.01%
142
+1
635
$22K ﹤0.01%
151
+6
636
$22K ﹤0.01%
1,180
637
$21K ﹤0.01%
747
+680
638
$21K ﹤0.01%
358
639
$21K ﹤0.01%
158
640
$21K ﹤0.01%
767
641
$21K ﹤0.01%
225
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642
$21K ﹤0.01%
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643
$20K ﹤0.01%
462
644
$20K ﹤0.01%
2,294
-136
645
$20K ﹤0.01%
696
-109
646
$20K ﹤0.01%
505
647
$20K ﹤0.01%
728
648
$20K ﹤0.01%
372
+2
649
$20K ﹤0.01%
295
650
$20K ﹤0.01%
+327
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