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

Top Buys

1
+$59.7M
2
+$33.2M
3
+$15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.7M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.7M

Top Sells

1
+$7.11M
2
+$4.84M
3
+$2M
4
AMZN icon
Amazon
AMZN
+$1.69M
5
LOW icon
Lowe's Companies
LOW
+$1.25M

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
76
$4.7M 0.18%
16,254
+129
77
$4.66M 0.18%
87,000
+1,000
78
$4.59M 0.17%
42,810
-2,789
79
$4.51M 0.17%
45,365
+1,332
80
$4.07M 0.15%
70,912
+493
81
$3.97M 0.15%
22,920
+175
82
$3.94M 0.15%
18,549
+125
83
$3.9M 0.15%
47,750
+2,266
84
$3.71M 0.14%
60,928
-118
85
$3.71M 0.14%
33,165
+703
86
$3.71M 0.14%
15,002
+12,133
87
$3.7M 0.14%
75,157
+2,157
88
$3.63M 0.14%
13,066
+3,749
89
$3.56M 0.14%
17,246
+372
90
$3.49M 0.13%
9,838
+137
91
$3.46M 0.13%
25,620
+6,456
92
$3.37M 0.13%
24,924
+2,648
93
$3.35M 0.13%
8
94
$3.27M 0.12%
6,182
-746
95
$3.16M 0.12%
9,296
+708
96
$3.12M 0.12%
6,354
+5,009
97
$3.07M 0.12%
19,766
-210
98
$3.05M 0.12%
168,710
+32,425
99
$3.02M 0.11%
12,461
100
$2.98M 0.11%
17,072
+16,921
2 3
4
5 6