EW
Evoke Wealth Portfolio holdings
AUM
$4.26B
1-Year Return
15.6%
This Quarter Return
-0.9%
1 Year Return
+15.6%
3 Year Return
+39.07%
5 Year Return
+58.3%
10 Year Return
–
AUM
$2.66B
AUM Growth
+$24.1M
(+0.91%)
Cap. Flow
+$60.4M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
58.73%
Holding
1,250
New
87
Increased
192
Reduced
279
Closed
54
Top Buys
| 1 |
RPAR Risk Parity ETF
RPAR
|
+$35.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$10.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$8.68M |
| 4 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$8.5M |
| 5 |
Invesco Solar ETF
TAN
|
+$8.28M |
Top Sells
| 1 |
Waste Management
WM
|
+$13.6M |
| 2 |
B
Barrick Mining Corporation
B
|
+$10.3M |
| 3 |
Johnson & Johnson
JNJ
|
+$10.2M |
| 4 |
Kinder Morgan
KMI
|
+$8.97M |
| 5 |
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% |
