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
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%
358
659
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1,281
-370
660
$17K ﹤0.01%
250
661
$17K ﹤0.01%
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$17K ﹤0.01%
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666
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
+135
675
$16K ﹤0.01%
100
25 26
27
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