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
676
$17K ﹤0.01%
296
677
$17K ﹤0.01%
142
+134
678
$17K ﹤0.01%
366
679
$17K ﹤0.01%
129
+2
680
$17K ﹤0.01%
+794
681
$17K ﹤0.01%
189
+147
682
$17K ﹤0.01%
103
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683
$17K ﹤0.01%
+172
684
$17K ﹤0.01%
1,030
+10
685
$17K ﹤0.01%
119
-42
686
$17K ﹤0.01%
173
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687
$17K ﹤0.01%
181
-32
688
$17K ﹤0.01%
1,599
+334
689
$17K ﹤0.01%
95
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690
$16K ﹤0.01%
339
691
$16K ﹤0.01%
131
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$16K ﹤0.01%
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693
$16K ﹤0.01%
65
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694
$16K ﹤0.01%
318
+27
695
$15K ﹤0.01%
70
+3
696
$15K ﹤0.01%
491
697
$15K ﹤0.01%
207
+59
698
$15K ﹤0.01%
300
699
$15K ﹤0.01%
790
700
$15K ﹤0.01%
300
26 27
28
29 30