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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
$2.64B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$32.3M
3
+$15.4M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M

Top Sells

1
+$4.84M
2
+$2.08M
3
+$1.65M
4
LOW icon
Lowe's Companies
LOW
+$1.26M
5
TDOC icon
Teladoc Health
TDOC
+$1.17M

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
801
$7K ﹤0.01%
73
-17
802
$7K ﹤0.01%
102
-51
803
$7K ﹤0.01%
112
804
$7K ﹤0.01%
194
805
$7K ﹤0.01%
137
806
$7K ﹤0.01%
400
807
$7K ﹤0.01%
185
808
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809
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424
810
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811
$7K ﹤0.01%
305
812
$7K ﹤0.01%
+10
813
$7K ﹤0.01%
421
814
$7K ﹤0.01%
26
815
$7K ﹤0.01%
58
816
$6K ﹤0.01%
94
817
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35
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758
821
$6K ﹤0.01%
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$6K ﹤0.01%
746
823
$6K ﹤0.01%
3,897
-122
824
$6K ﹤0.01%
+23
825
$6K ﹤0.01%
63
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31 32
33
34 35