EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
1,289
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$22.7M
3
+$9.49M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$8.8M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$7.95M

Top Sells

1
+$107M
2
+$32.3M
3
+$21.3M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$7.43M
5
TAN icon
Invesco Solar ETF
TAN
+$6.39M

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
901
$5K ﹤0.01%
100
902
$5K ﹤0.01%
+5,000
903
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63
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904
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15
+11
905
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-25
906
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169
907
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305
908
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+47
909
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40
-8
910
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16
911
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108
912
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823
913
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337
-45
914
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23
915
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95
+29
916
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34
917
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31
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918
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689
919
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135
+11
920
$4K ﹤0.01%
49
-52
921
$4K ﹤0.01%
169
922
$4K ﹤0.01%
23
+12
923
$4K ﹤0.01%
93
924
$4K ﹤0.01%
92
925
$4K ﹤0.01%
28
35 36
37
38 39