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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
+$58.2M
2
+$32.3M
3
+$15.4M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M

Top Sells

1
+$4.84M
2
+$2.08M
3
+$1.65M
4
LOW icon
Lowe's Companies
LOW
+$1.26M
5
TDOC icon
Teladoc Health
TDOC
+$1.17M

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
1001
$3K ﹤0.01%
5
1002
$3K ﹤0.01%
29
1003
$3K ﹤0.01%
23
-3
1004
$3K ﹤0.01%
65
1005
$3K ﹤0.01%
39
1006
$3K ﹤0.01%
+69
1007
$3K ﹤0.01%
+32
1008
$3K ﹤0.01%
9
+6
1009
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118
1010
$3K ﹤0.01%
16
1011
$3K ﹤0.01%
115
1012
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52
1013
$3K ﹤0.01%
468
1014
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133
1015
$3K ﹤0.01%
68
1016
$3K ﹤0.01%
63
1017
$3K ﹤0.01%
127
1018
$3K ﹤0.01%
20
1019
$3K ﹤0.01%
33
1020
$3K ﹤0.01%
127
1021
$3K ﹤0.01%
146
1022
$3K ﹤0.01%
59
1023
$2K ﹤0.01%
52
1024
$2K ﹤0.01%
9
1025
$2K ﹤0.01%
+56
39 40
41
42 43