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

Top Buys

1
+$58.2M
2
+$32.3M
3
+$15.4M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M

Top Sells

1
+$4.84M
2
+$2.08M
3
+$1.65M
4
LOW icon
Lowe's Companies
LOW
+$1.26M
5
TDOC icon
Teladoc Health
TDOC
+$1.17M

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
951
$4K ﹤0.01%
66
952
$4K ﹤0.01%
+74
953
$4K ﹤0.01%
798
-106
954
$4K ﹤0.01%
35
955
$4K ﹤0.01%
38
956
$4K ﹤0.01%
15
-13
957
$4K ﹤0.01%
115
-20
958
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110
959
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103
960
$4K ﹤0.01%
45
-128
961
$4K ﹤0.01%
222
-4
962
$4K ﹤0.01%
382
963
$4K ﹤0.01%
329
964
$3K ﹤0.01%
31
965
$3K ﹤0.01%
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-40
966
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35
967
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-49
968
– –
0
969
$3K ﹤0.01%
59
-7
970
$3K ﹤0.01%
63
971
$3K ﹤0.01%
38
-62
972
$3K ﹤0.01%
95
973
$3K ﹤0.01%
21
974
$3K ﹤0.01%
14
975
$3K ﹤0.01%
51
37 38
39
40 41