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
751
$10K ﹤0.01%
265
752
$10K ﹤0.01%
350
753
$10K ﹤0.01%
118
+12
754
$10K ﹤0.01%
408
755
$10K ﹤0.01%
586
756
$10K ﹤0.01%
197
757
$9K ﹤0.01%
65
+24
758
$9K ﹤0.01%
150
759
$9K ﹤0.01%
280
-203
760
$9K ﹤0.01%
234
-187
761
$9K ﹤0.01%
83
762
$9K ﹤0.01%
168
763
$9K ﹤0.01%
1,000
764
$9K ﹤0.01%
172
765
$9K ﹤0.01%
63
766
$9K ﹤0.01%
174
767
$9K ﹤0.01%
48
-20
768
$9K ﹤0.01%
+118
769
$9K ﹤0.01%
48
770
$9K ﹤0.01%
476
771
$8K ﹤0.01%
60
772
$8K ﹤0.01%
210
773
$8K ﹤0.01%
41
774
$8K ﹤0.01%
77
775
$8K ﹤0.01%
20
29 30
31
32 33