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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
+$36.3M
2
+$10.9M
3
+$8.91M
4
TAN icon
Invesco Solar ETF
TAN
+$8.75M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.66M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$11.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
MCD icon
McDonald's
MCD
+$5.91M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3.01%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$9K ﹤0.01%
158
+102
752
$9K ﹤0.01%
449
753
$9K ﹤0.01%
260
-56
754
$9K ﹤0.01%
76
755
$9K ﹤0.01%
70
756
$9K ﹤0.01%
72
757
$9K ﹤0.01%
47
-14
758
$9K ﹤0.01%
121
759
$9K ﹤0.01%
16
-11
760
$9K ﹤0.01%
143
761
$9K ﹤0.01%
388
-20
762
$9K ﹤0.01%
101
-57
763
$9K ﹤0.01%
172
764
$9K ﹤0.01%
118
765
$9K ﹤0.01%
48
766
$9K ﹤0.01%
500
767
$8K ﹤0.01%
150
768
$8K ﹤0.01%
96
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769
$8K ﹤0.01%
+243
770
$8K ﹤0.01%
+100
771
$8K ﹤0.01%
265
772
$8K ﹤0.01%
257
+171
773
$8K ﹤0.01%
379
774
$8K ﹤0.01%
220
-14
775
$8K ﹤0.01%
168
29 30
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