EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
951
$3K ﹤0.01%
12
-10
952
$3K ﹤0.01%
29
953
$3K ﹤0.01%
63
954
$3K ﹤0.01%
58
955
$3K ﹤0.01%
107
956
$3K ﹤0.01%
177
957
$3K ﹤0.01%
55
958
$3K ﹤0.01%
22
959
$3K ﹤0.01%
48
960
$3K ﹤0.01%
20
961
$3K ﹤0.01%
11
962
$3K ﹤0.01%
41
963
$3K ﹤0.01%
78
-2
964
$3K ﹤0.01%
63
965
$3K ﹤0.01%
112
966
$3K ﹤0.01%
31
967
$3K ﹤0.01%
33
968
$3K ﹤0.01%
400
969
$3K ﹤0.01%
49
970
$3K ﹤0.01%
66
971
$3K ﹤0.01%
19
-3
972
$3K ﹤0.01%
1,321
973
$3K ﹤0.01%
66
974
$3K ﹤0.01%
32
975
$3K ﹤0.01%
74
37 38
39
40 41