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
701
$15K ﹤0.01%
328
-36
702
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+66
703
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263
+119
704
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213
+159
705
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275
-63
706
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586
707
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174
708
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251
709
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180
+172
710
$15K ﹤0.01%
4,225
711
$15K ﹤0.01%
37
712
$14K ﹤0.01%
200
713
$14K ﹤0.01%
72
-1
714
$14K ﹤0.01%
543
-35
715
$14K ﹤0.01%
149
-70
716
$14K ﹤0.01%
79
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717
$14K ﹤0.01%
129
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718
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440
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719
$14K ﹤0.01%
117
+27
720
$14K ﹤0.01%
231
721
$14K ﹤0.01%
572
722
$14K ﹤0.01%
1,500
-42
723
$14K ﹤0.01%
+669
724
$14K ﹤0.01%
4,089
725
$13K ﹤0.01%
283
27 28
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