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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
901
$4K ﹤0.01%
46
902
$4K ﹤0.01%
334
903
$4K ﹤0.01%
15
904
$4K ﹤0.01%
233
905
$4K ﹤0.01%
106
906
$4K ﹤0.01%
50
907
$4K ﹤0.01%
151
908
$4K ﹤0.01%
169
909
$4K ﹤0.01%
82
-5
910
$4K ﹤0.01%
46
911
$4K ﹤0.01%
35
912
$4K ﹤0.01%
38
913
$4K ﹤0.01%
110
914
$4K ﹤0.01%
823
915
$4K ﹤0.01%
329
916
$4K ﹤0.01%
1
917
$4K ﹤0.01%
117
918
$4K ﹤0.01%
+130
919
$4K ﹤0.01%
14
920
$4K ﹤0.01%
995
921
$3K ﹤0.01%
192
922
$3K ﹤0.01%
147
923
$3K ﹤0.01%
23
924
$3K ﹤0.01%
66
925
$3K ﹤0.01%
127
35 36
37
38 39