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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
826
$6K ﹤0.01%
140
827
$6K ﹤0.01%
424
828
$6K ﹤0.01%
156
829
$6K ﹤0.01%
+113
830
$6K ﹤0.01%
+103
831
$6K ﹤0.01%
132
832
$6K ﹤0.01%
305
833
$6K ﹤0.01%
108
834
$6K ﹤0.01%
421
835
$5K ﹤0.01%
38
-27
836
$5K ﹤0.01%
87
837
$5K ﹤0.01%
169
838
$5K ﹤0.01%
423
839
$5K ﹤0.01%
134
840
$5K ﹤0.01%
116
841
$5K ﹤0.01%
23
842
$5K ﹤0.01%
230
-37
843
$5K ﹤0.01%
44
844
$5K ﹤0.01%
39
845
$5K ﹤0.01%
63
846
$5K ﹤0.01%
23
847
$5K ﹤0.01%
144
+92
848
$5K ﹤0.01%
276
849
$5K ﹤0.01%
+50
850
$5K ﹤0.01%
95
32 33
34
35 36