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
$2.64B
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
1001
$3K ﹤0.01%
88
-109
1002
$3K ﹤0.01%
35
1003
$3K ﹤0.01%
37
-14
1004
$3K ﹤0.01%
65
1005
$3K ﹤0.01%
26
-4
1006
$3K ﹤0.01%
15
-19
1007
$3K ﹤0.01%
5
1008
$3K ﹤0.01%
29
1009
$3K ﹤0.01%
23
-3
1010
$3K ﹤0.01%
65
1011
$3K ﹤0.01%
59
1012
$3K ﹤0.01%
+69
1013
$3K ﹤0.01%
+32
1014
$3K ﹤0.01%
9
+6
1015
$3K ﹤0.01%
118
1016
$3K ﹤0.01%
16
1017
$3K ﹤0.01%
115
1018
$3K ﹤0.01%
68
1019
$3K ﹤0.01%
63
1020
$3K ﹤0.01%
127
1021
$3K ﹤0.01%
20
1022
$3K ﹤0.01%
33
1023
$2K ﹤0.01%
+15
1024
$2K ﹤0.01%
13
1025
$2K ﹤0.01%
25
39 40
41
42 43