EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$33.2M
3
+$15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.7M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.7M

Top Sells

1
+$7.11M
2
+$4.84M
3
+$2M
4
AMZN icon
Amazon
AMZN
+$1.69M
5
LOW icon
Lowe's Companies
LOW
+$1.25M

Sector Composition

1 Financials 5.45%
2 Technology 5.12%
3 Consumer Discretionary 3.48%
4 Healthcare 3.45%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.49M 0.25%
29,098
+1,142
52
$6.42M 0.24%
68,831
53
$6.3M 0.24%
32,883
+949
54
$6.3M 0.24%
15,350
-1,712
55
$6.15M 0.23%
98,044
-64
56
$6.15M 0.23%
31,500
+892
57
$6.09M 0.23%
315,707
+42,135
58
$5.99M 0.23%
76,900
-583
59
$5.97M 0.23%
94,180
-7,686
60
$5.92M 0.22%
72,754
+2,970
61
$5.84M 0.22%
173,211
-9,258
62
$5.67M 0.21%
3,799
+31
63
$5.61M 0.21%
411,136
+16,181
64
$5.36M 0.2%
52,628
+13,829
65
$5.34M 0.2%
109,781
+4,435
66
$5.22M 0.2%
67,119
+20,410
67
$5.21M 0.2%
22,736
+4,518
68
$5.13M 0.19%
76,064
+9,346
69
$5.04M 0.19%
3,642
+33
70
$4.95M 0.19%
201,135
71
$4.9M 0.19%
28,126
+804
72
$4.88M 0.18%
235,950
73
$4.83M 0.18%
20,369
+118
74
$4.79M 0.18%
63,269
+451
75
$4.74M 0.18%
58,677
-12,353
1 2
3
4 5