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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
951
$3K ﹤0.01%
65
952
$3K ﹤0.01%
122
953
$3K ﹤0.01%
171
954
$3K ﹤0.01%
44
-62
955
$3K ﹤0.01%
48
956
$3K ﹤0.01%
55
957
$3K ﹤0.01%
24
958
$3K ﹤0.01%
76
959
$3K ﹤0.01%
82
-2
960
$3K ﹤0.01%
300
961
$3K ﹤0.01%
5
962
$3K ﹤0.01%
12
-10
963
$3K ﹤0.01%
29
964
$3K ﹤0.01%
63
965
$3K ﹤0.01%
58
966
$3K ﹤0.01%
107
967
$3K ﹤0.01%
177
968
$3K ﹤0.01%
55
969
$3K ﹤0.01%
22
970
$3K ﹤0.01%
1,321
971
$3K ﹤0.01%
66
972
$3K ﹤0.01%
32
973
$3K ﹤0.01%
74
974
$3K ﹤0.01%
91
975
$3K ﹤0.01%
39
-21
37 38
39
40 41