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
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$10.9M
3
+$8.91M
4
TAN icon
Invesco Solar ETF
TAN
+$8.75M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.66M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$11.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
MCD icon
McDonald's
MCD
+$5.91M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3.01%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$18K ﹤0.01%
+296
652
$18K ﹤0.01%
+127
653
$18K ﹤0.01%
+505
654
$18K ﹤0.01%
428
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655
$18K ﹤0.01%
261
656
$18K ﹤0.01%
1,000
-5,500
657
$18K ﹤0.01%
340
658
$17K ﹤0.01%
373
659
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358
660
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1,281
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661
$17K ﹤0.01%
250
662
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663
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215
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664
$17K ﹤0.01%
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342
666
$16K ﹤0.01%
577
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667
$16K ﹤0.01%
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669
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$16K ﹤0.01%
517
672
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673
$16K ﹤0.01%
334
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$16K ﹤0.01%
251
675
$16K ﹤0.01%
+135
25 26
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