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
$2.7B
AUM Growth
-$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$21.9M
3
+$8.74M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.98M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$7.64M

Top Sells

1
+$102M
2
+$28.8M
3
+$19.4M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$6.79M
5
TAN icon
Invesco Solar ETF
TAN
+$6.61M

Sector Composition

1 Technology 4.86%
2 Financials 4.16%
3 Healthcare 2.99%
4 Consumer Discretionary 2.95%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$6K ﹤0.01%
421
877
$6K ﹤0.01%
+75
878
$5K ﹤0.01%
137
879
$5K ﹤0.01%
823
880
$5K ﹤0.01%
17
-5
881
$5K ﹤0.01%
758
882
$5K ﹤0.01%
217
+99
883
$5K ﹤0.01%
116
884
$5K ﹤0.01%
205
-92
885
$5K ﹤0.01%
75
+53
886
$5K ﹤0.01%
133
-118
887
$5K ﹤0.01%
95
888
$5K ﹤0.01%
24
+11
889
$5K ﹤0.01%
94
890
$5K ﹤0.01%
52
-7
891
$5K ﹤0.01%
23
-1
892
$5K ﹤0.01%
55
-11
893
$5K ﹤0.01%
17
-4
894
$5K ﹤0.01%
142
-14
895
$5K ﹤0.01%
310
+198
896
$5K ﹤0.01%
37
897
$5K ﹤0.01%
99
898
$5K ﹤0.01%
180
899
$5K ﹤0.01%
46
900
$5K ﹤0.01%
37
+14
34 35
36
37 38