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
$2.66B
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
1001
$2K ﹤0.01%
59
1002
$2K ﹤0.01%
65
1003
$2K ﹤0.01%
225
1004
$2K ﹤0.01%
30
1005
$2K ﹤0.01%
39
1006
$2K ﹤0.01%
230
1007
$2K ﹤0.01%
18
1008
$2K ﹤0.01%
59
1009
$2K ﹤0.01%
59
-51
1010
$2K ﹤0.01%
15
-18
1011
$2K ﹤0.01%
+100
1012
$2K ﹤0.01%
37
1013
$2K ﹤0.01%
38
1014
$2K ﹤0.01%
85
1015
$2K ﹤0.01%
+84
1016
$2K ﹤0.01%
95
1017
$2K ﹤0.01%
21
1018
$2K ﹤0.01%
28
-45
1019
$2K ﹤0.01%
14
1020
$2K ﹤0.01%
51
1021
$2K ﹤0.01%
103
1022
$2K ﹤0.01%
17
1023
$2K ﹤0.01%
15
1024
$2K ﹤0.01%
25
1025
$2K ﹤0.01%
27
39 40
41
42 43