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
76
$4.27M 0.16%
19,502
-3,234
77
$4.18M 0.16%
69,718
-1,194
78
$4.13M 0.16%
60,928
79
$4.09M 0.15%
87,000
80
$3.86M 0.15%
47,075
-675
81
$3.86M 0.14%
22,623
-297
82
$3.82M 0.14%
10,648
+810
83
$3.77M 0.14%
27,006
+1,386
84
$3.73M 0.14%
15,034
+32
85
$3.69M 0.14%
27,240
+2,316
86
$3.58M 0.13%
21,879
+2,113
87
$3.58M 0.13%
17,112
-134
88
$3.53M 0.13%
18,265
-284
89
$3.53M 0.13%
12,937
-129
90
$3.5M 0.13%
10,500
+1,204
91
$3.49M 0.13%
43,248
-15,429
92
$3.42M 0.13%
6,333
-21
93
$3.38M 0.13%
16,858
-214
94
$3.33M 0.12%
34,843
-7,967
95
$3.29M 0.12%
8,338
-126
96
$3.1M 0.12%
174,682
+5,972
97
$3.1M 0.12%
12,822
+361
98
$2.86M 0.11%
38,252
+267
99
$2.85M 0.11%
82,459
+6,291
100
$2.83M 0.11%
9,377
+6,621
2 3
4
5 6