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
1,289
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
801
$8K ﹤0.01%
36
+22
802
$8K ﹤0.01%
194
+16
803
$8K ﹤0.01%
61
804
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190
-100
805
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245
-45
806
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112
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807
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41
808
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76
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$8K ﹤0.01%
1,800
810
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2,850
811
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180
812
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82
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813
$8K ﹤0.01%
130
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814
$8K ﹤0.01%
37
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815
$8K ﹤0.01%
1,564
816
$8K ﹤0.01%
+183
817
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2,251
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819
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821
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55
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823
$7K ﹤0.01%
118
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824
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102
825
$7K ﹤0.01%
191
-30
31 32
33
34 35