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
901
$4K ﹤0.01%
99
902
$4K ﹤0.01%
89
903
$4K ﹤0.01%
67
904
$4K ﹤0.01%
26
905
$4K ﹤0.01%
15
906
$4K ﹤0.01%
39
907
$4K ﹤0.01%
334
908
$4K ﹤0.01%
15
909
$4K ﹤0.01%
233
910
$4K ﹤0.01%
106
911
$4K ﹤0.01%
50
912
$4K ﹤0.01%
151
913
$4K ﹤0.01%
169
914
$4K ﹤0.01%
82
-5
915
$4K ﹤0.01%
46
916
$4K ﹤0.01%
35
917
$4K ﹤0.01%
38
918
$4K ﹤0.01%
110
919
$4K ﹤0.01%
823
920
$4K ﹤0.01%
329
921
$3K ﹤0.01%
22
922
$3K ﹤0.01%
1,321
923
$3K ﹤0.01%
66
924
$3K ﹤0.01%
41
925
$3K ﹤0.01%
78
-2
35 36
37
38 39