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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
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$10.9M
3
+$8.91M
4
TAN icon
Invesco Solar ETF
TAN
+$8.75M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.66M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$11.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
MCD icon
McDonald's
MCD
+$5.91M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3.01%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
72
1052
$2K ﹤0.01%
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1053
$1K ﹤0.01%
14
1054
$1K ﹤0.01%
56
1055
$1K ﹤0.01%
9
1056
$1K ﹤0.01%
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1057
$1K ﹤0.01%
+22
1058
$1K ﹤0.01%
7
1059
$1K ﹤0.01%
216
-15
1060
$1K ﹤0.01%
10
1061
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-4
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$1K ﹤0.01%
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1064
$1K ﹤0.01%
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-24
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1066
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1067
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1068
$1K ﹤0.01%
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-1
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$1K ﹤0.01%
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$1K ﹤0.01%
20
1072
$1K ﹤0.01%
21
1073
$1K ﹤0.01%
17
1074
$1K ﹤0.01%
8
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1075
$1K ﹤0.01%
6
41 42
43
44 45