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
701
$13K ﹤0.01%
84
-19
702
$13K ﹤0.01%
1,411
703
$13K ﹤0.01%
200
704
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867
705
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6,000
706
$13K ﹤0.01%
89
707
$13K ﹤0.01%
586
708
$12K ﹤0.01%
+340
709
$12K ﹤0.01%
128
710
$12K ﹤0.01%
559
711
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712
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713
$12K ﹤0.01%
375
714
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715
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220
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716
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341
717
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719
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720
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721
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723
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290
724
$12K ﹤0.01%
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725
$12K ﹤0.01%
+384
27 28
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