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
1026
$2K ﹤0.01%
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1027
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1028
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1029
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-11
1030
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1031
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1032
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1033
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1034
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+1
1035
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468
1036
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33
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1037
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1038
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1039
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1040
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382
1041
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127
1042
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50
1043
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1044
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1045
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1046
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+62
1047
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95
1048
$2K ﹤0.01%
63
1049
$2K ﹤0.01%
17
1050
$2K ﹤0.01%
65
40 41
42
43 44