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
$2.7B
AUM Growth
-$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$21.9M
3
+$8.74M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.98M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$7.64M

Top Sells

1
+$102M
2
+$28.8M
3
+$19.4M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$6.79M
5
TAN icon
Invesco Solar ETF
TAN
+$6.61M

Sector Composition

1 Technology 4.86%
2 Financials 4.16%
3 Healthcare 2.99%
4 Consumer Discretionary 2.95%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$10K ﹤0.01%
40
+15
777
$10K ﹤0.01%
307
778
$10K ﹤0.01%
369
779
$9K ﹤0.01%
37
+14
780
$9K ﹤0.01%
76
-6
781
$9K ﹤0.01%
143
782
$9K ﹤0.01%
29
+6
783
$9K ﹤0.01%
276
784
$9K ﹤0.01%
72
785
$9K ﹤0.01%
793
+577
786
$9K ﹤0.01%
171
+43
787
$9K ﹤0.01%
172
788
$9K ﹤0.01%
42
+10
789
$9K ﹤0.01%
69
790
$9K ﹤0.01%
28
-4
791
$9K ﹤0.01%
254
+148
792
$9K ﹤0.01%
340
793
$9K ﹤0.01%
156
794
$9K ﹤0.01%
59
+20
795
$9K ﹤0.01%
197
+26
796
$9K ﹤0.01%
41
-4
797
$9K ﹤0.01%
48
798
$9K ﹤0.01%
2,000
799
$8K ﹤0.01%
76
800
$8K ﹤0.01%
1,800
30 31
32
33 34