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
$2.64B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$33.2M
3
+$15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.7M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.7M

Top Sells

1
+$7.11M
2
+$4.84M
3
+$2M
4
AMZN icon
Amazon
AMZN
+$1.69M
5
LOW icon
Lowe's Companies
LOW
+$1.25M

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
901
$5K ﹤0.01%
151
902
$5K ﹤0.01%
1,321
903
$5K ﹤0.01%
230
904
$5K ﹤0.01%
91
905
$5K ﹤0.01%
60
+21
906
$5K ﹤0.01%
169
-4
907
$5K ﹤0.01%
20
+5
908
$5K ﹤0.01%
104
-112
909
$5K ﹤0.01%
200
910
$5K ﹤0.01%
823
911
$5K ﹤0.01%
245
912
$5K ﹤0.01%
100
913
$5K ﹤0.01%
352
914
$4K ﹤0.01%
177
915
$4K ﹤0.01%
55
916
$4K ﹤0.01%
225
917
$4K ﹤0.01%
22
-28
918
$4K ﹤0.01%
66
919
$4K ﹤0.01%
+74
920
$4K ﹤0.01%
798
-106
921
$4K ﹤0.01%
125
-117
922
$4K ﹤0.01%
108
923
$4K ﹤0.01%
110
924
$4K ﹤0.01%
36
+24
925
$4K ﹤0.01%
112
-12
35 36
37
38 39