EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$208M
2
+$21.9M
3
+$8.74M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.98M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$7.64M

Top Sells

1
+$102M
2
+$28.8M
3
+$19.4M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$6.79M
5
TAN icon
Invesco Solar ETF
TAN
+$6.61M

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%
130
-236
952
$4K ﹤0.01%
131
+10
953
$4K ﹤0.01%
122
-10
954
$4K ﹤0.01%
+300
955
$4K ﹤0.01%
35
+17
956
$4K ﹤0.01%
89
+75
957
$4K ﹤0.01%
245
958
$4K ﹤0.01%
96
959
$4K ﹤0.01%
23
960
$4K ﹤0.01%
337
-45
961
$4K ﹤0.01%
+353
962
$4K ﹤0.01%
55
963
$4K ﹤0.01%
231
964
$3K ﹤0.01%
46
-12
965
$3K ﹤0.01%
423
966
$3K ﹤0.01%
44
967
$3K ﹤0.01%
31
968
$3K ﹤0.01%
95
969
$3K ﹤0.01%
400
970
$3K ﹤0.01%
+63
971
$3K ﹤0.01%
41
-5
972
$3K ﹤0.01%
+62
973
$3K ﹤0.01%
+160
974
$3K ﹤0.01%
68
975
$3K ﹤0.01%
34
37 38
39
40 41