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
701
$13K ﹤0.01%
200
702
$13K ﹤0.01%
867
703
$13K ﹤0.01%
6,000
704
$13K ﹤0.01%
89
705
$13K ﹤0.01%
586
706
$13K ﹤0.01%
153
707
$13K ﹤0.01%
1,810
708
$12K ﹤0.01%
+386
709
$12K ﹤0.01%
60
-40
710
$12K ﹤0.01%
375
711
$12K ﹤0.01%
51
712
$12K ﹤0.01%
520
-470
713
$12K ﹤0.01%
+724
714
$12K ﹤0.01%
508
715
$12K ﹤0.01%
+93
716
$12K ﹤0.01%
290
717
$12K ﹤0.01%
306
-1
718
$12K ﹤0.01%
+340
719
$12K ﹤0.01%
128
720
$12K ﹤0.01%
559
721
$12K ﹤0.01%
72
722
$12K ﹤0.01%
220
-1,060
723
$12K ﹤0.01%
341
724
$12K ﹤0.01%
84
725
$12K ﹤0.01%
+384
27 28
29
30 31