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
$2.64B
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
726
$12K ﹤0.01%
68
-71
727
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84
728
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51
729
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730
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484
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731
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+17
732
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316
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733
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734
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2,252
735
$11K ﹤0.01%
1,800
736
$11K ﹤0.01%
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737
$11K ﹤0.01%
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738
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739
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341
740
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188
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741
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742
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743
$11K ﹤0.01%
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744
$10K ﹤0.01%
449
745
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132
746
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83
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747
$10K ﹤0.01%
106
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748
$10K ﹤0.01%
229
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749
$10K ﹤0.01%
265
-100
750
$10K ﹤0.01%
121
-3
28 29
30
31 32