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
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$10.9M
3
+$8.91M
4
TAN icon
Invesco Solar ETF
TAN
+$8.75M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.66M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$11.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
MCD icon
McDonald's
MCD
+$5.91M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3.01%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
39
-21
977
$3K ﹤0.01%
15
978
$3K ﹤0.01%
115
979
$3K ﹤0.01%
103
980
$3K ﹤0.01%
245
981
$3K ﹤0.01%
20
982
$3K ﹤0.01%
11
983
$2K ﹤0.01%
31
984
$2K ﹤0.01%
+62
985
$2K ﹤0.01%
45
986
$2K ﹤0.01%
19
987
$2K ﹤0.01%
20
-1
988
$2K ﹤0.01%
59
989
$2K ﹤0.01%
59
-51
990
$2K ﹤0.01%
15
-18
991
$2K ﹤0.01%
+100
992
$2K ﹤0.01%
37
993
$2K ﹤0.01%
38
994
$2K ﹤0.01%
85
995
$2K ﹤0.01%
+84
996
$2K ﹤0.01%
95
997
$2K ﹤0.01%
41
998
$2K ﹤0.01%
+44
999
$2K ﹤0.01%
21
1000
$2K ﹤0.01%
28
-45
38 39
40
41 42