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
951
$4K ﹤0.01%
162
-11
952
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233
953
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50
954
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955
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28
-6
956
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-236
957
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131
+10
958
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122
-10
959
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+300
960
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35
+17
961
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89
+75
962
$4K ﹤0.01%
245
963
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96
964
$3K ﹤0.01%
+62
965
$3K ﹤0.01%
+160
966
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68
967
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34
968
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13
969
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87
-20
970
$3K ﹤0.01%
165
971
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17
972
$3K ﹤0.01%
27
+22
973
$3K ﹤0.01%
90
974
$3K ﹤0.01%
+369
975
$3K ﹤0.01%
122
37 38
39
40 41