EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$35.4M
2
+$10.6M
3
+$8.68M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.5M
5
TAN icon
Invesco Solar ETF
TAN
+$8.28M

Top Sells

1
+$13.6M
2
+$10.3M
3
+$10.2M
4
KMI icon
Kinder Morgan
KMI
+$8.97M
5
MCD icon
McDonald's
MCD
+$5.4M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
297
852
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+68
853
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44
854
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32
855
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598
-144
856
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60
857
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858
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859
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860
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176
861
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100
862
$5K ﹤0.01%
34
-14
863
$5K ﹤0.01%
218
864
$5K ﹤0.01%
121
865
$5K ﹤0.01%
24
866
$5K ﹤0.01%
+1,000
867
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+1,000
868
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176
-4
869
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114
-83
870
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200
871
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+500
872
$5K ﹤0.01%
100
873
$5K ﹤0.01%
352
874
$4K ﹤0.01%
315
875
$4K ﹤0.01%
42
-30
33 34
35
36 37