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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
876
$4K ﹤0.01%
746
877
$4K ﹤0.01%
92
878
$4K ﹤0.01%
28
879
$4K ﹤0.01%
65
880
$4K ﹤0.01%
34
881
$4K ﹤0.01%
315
882
$4K ﹤0.01%
42
-30
883
$4K ﹤0.01%
128
884
$4K ﹤0.01%
25
885
$4K ﹤0.01%
100
886
$4K ﹤0.01%
31
887
$4K ﹤0.01%
434
888
$4K ﹤0.01%
294
-659,100
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$4K ﹤0.01%
219
890
$4K ﹤0.01%
535
891
$4K ﹤0.01%
131
892
$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
37
895
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99
896
$4K ﹤0.01%
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$4K ﹤0.01%
67
898
$4K ﹤0.01%
26
899
$4K ﹤0.01%
15
900
$4K ﹤0.01%
39
34 35
36
37 38