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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
851
$6K ﹤0.01%
46
852
$6K ﹤0.01%
108
853
$6K ﹤0.01%
+320
854
$5K ﹤0.01%
134
-22
855
$5K ﹤0.01%
92
856
$5K ﹤0.01%
339
-241
857
$5K ﹤0.01%
169
858
$5K ﹤0.01%
80
-3
859
$5K ﹤0.01%
33
+18
860
$5K ﹤0.01%
34
+23
861
$5K ﹤0.01%
1
862
$5K ﹤0.01%
423
863
$5K ﹤0.01%
28
864
$5K ﹤0.01%
42
865
$5K ﹤0.01%
267
866
$5K ﹤0.01%
44
867
$5K ﹤0.01%
39
868
$5K ﹤0.01%
315
869
$5K ﹤0.01%
22
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870
$5K ﹤0.01%
535
-108
871
$5K ﹤0.01%
95
872
$5K ﹤0.01%
+57
873
$5K ﹤0.01%
297
-194
874
$5K ﹤0.01%
44
875
$5K ﹤0.01%
25
33 34
35
36 37