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
$2.66B
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
$15K ﹤0.01%
+283
679
$15K ﹤0.01%
330
680
$15K ﹤0.01%
404
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681
$15K ﹤0.01%
172
682
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250
-26
683
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+200
684
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64
-12
685
$15K ﹤0.01%
550
686
$15K ﹤0.01%
709
687
$15K ﹤0.01%
251
-1
688
$15K ﹤0.01%
240
689
$15K ﹤0.01%
138
690
$14K ﹤0.01%
265
-1
691
$14K ﹤0.01%
313
692
$14K ﹤0.01%
330
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$14K ﹤0.01%
987
694
$14K ﹤0.01%
231
695
$14K ﹤0.01%
360
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696
$14K ﹤0.01%
270
-30
697
$14K ﹤0.01%
+200
698
$14K ﹤0.01%
+612
699
$13K ﹤0.01%
84
-19
700
$13K ﹤0.01%
1,411
26 27
28
29 30