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
$2.66B
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%
169
852
$5K ﹤0.01%
423
853
$5K ﹤0.01%
134
854
$5K ﹤0.01%
116
855
$5K ﹤0.01%
23
856
$5K ﹤0.01%
230
-37
857
$5K ﹤0.01%
44
858
$5K ﹤0.01%
39
859
$5K ﹤0.01%
63
860
$5K ﹤0.01%
23
861
$5K ﹤0.01%
276
862
$5K ﹤0.01%
+50
863
$5K ﹤0.01%
95
864
$5K ﹤0.01%
297
865
$5K ﹤0.01%
+68
866
$5K ﹤0.01%
44
867
$5K ﹤0.01%
32
868
$5K ﹤0.01%
60
869
$5K ﹤0.01%
180
870
$5K ﹤0.01%
141
871
$5K ﹤0.01%
400
872
$5K ﹤0.01%
176
873
$5K ﹤0.01%
+500
874
$4K ﹤0.01%
46
875
$4K ﹤0.01%
55
-27
33 34
35
36 37