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
$2.7B
AUM Growth
-$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$21.9M
3
+$8.74M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.98M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$7.64M

Top Sells

1
+$102M
2
+$28.8M
3
+$19.4M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$6.79M
5
TAN icon
Invesco Solar ETF
TAN
+$6.61M

Sector Composition

1 Technology 4.86%
2 Financials 4.16%
3 Healthcare 2.99%
4 Consumer Discretionary 2.95%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2K ﹤0.01%
+295
1027
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11
1028
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176
1029
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1030
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31
-6
1031
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70
1032
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+179
1033
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452
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1034
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56
-43
1035
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1036
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49
-7
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37
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1038
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+50
1039
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39
-5
1040
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1041
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51
1042
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1043
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11
+6
1044
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27
1045
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67
1046
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750
+506
1047
$2K ﹤0.01%
265
-128
1048
$2K ﹤0.01%
90
+73
1049
$2K ﹤0.01%
20
-1
1050
$2K ﹤0.01%
+37
40 41
42
43 44