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
$2.66B
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
726
$11K ﹤0.01%
49
-11
727
$11K ﹤0.01%
74
728
$11K ﹤0.01%
46
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729
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90
730
$11K ﹤0.01%
68
731
$11K ﹤0.01%
188
732
$11K ﹤0.01%
+500
733
$11K ﹤0.01%
152
734
$11K ﹤0.01%
+273
735
$11K ﹤0.01%
+1,250
736
$11K ﹤0.01%
+340
737
$10K ﹤0.01%
38
-12
738
$10K ﹤0.01%
132
739
$10K ﹤0.01%
180
740
$10K ﹤0.01%
89
-16
741
$10K ﹤0.01%
143
742
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60
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743
$10K ﹤0.01%
265
744
$10K ﹤0.01%
484
745
$10K ﹤0.01%
61
746
$10K ﹤0.01%
118
747
$10K ﹤0.01%
72
748
$10K ﹤0.01%
340
749
$10K ﹤0.01%
366
+122
750
$10K ﹤0.01%
749
-31
28 29
30
31 32