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
676
$16K ﹤0.01%
334
+271
677
$15K ﹤0.01%
126
678
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+283
679
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330
680
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+200
681
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64
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682
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550
683
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709
684
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251
-1
685
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240
686
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138
687
$15K ﹤0.01%
404
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688
$15K ﹤0.01%
172
689
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250
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690
$14K ﹤0.01%
360
-75
691
$14K ﹤0.01%
270
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692
$14K ﹤0.01%
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$14K ﹤0.01%
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694
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265
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695
$14K ﹤0.01%
313
696
$14K ﹤0.01%
330
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697
$14K ﹤0.01%
987
698
$14K ﹤0.01%
231
699
$13K ﹤0.01%
84
-19
700
$13K ﹤0.01%
1,411
26 27
28
29 30