EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$58.2M
2
+$32.3M
3
+$15.4M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M

Top Sells

1
+$4.84M
2
+$2.08M
3
+$1.65M
4
LOW icon
Lowe's Companies
LOW
+$1.26M
5
TDOC icon
Teladoc Health
TDOC
+$1.17M

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
1076
$2K ﹤0.01%
23
1077
$2K ﹤0.01%
54
1078
$2K ﹤0.01%
18
1079
$2K ﹤0.01%
13
1080
$2K ﹤0.01%
9
1081
$2K ﹤0.01%
+40
1082
$2K ﹤0.01%
54
1083
$2K ﹤0.01%
25
1084
$2K ﹤0.01%
16
1085
$2K ﹤0.01%
+350
1086
$2K ﹤0.01%
14
1087
$2K ﹤0.01%
106
-18
1088
$2K ﹤0.01%
84
1089
$2K ﹤0.01%
50
-7
1090
$2K ﹤0.01%
11
1091
$2K ﹤0.01%
72
1092
$1K ﹤0.01%
21
1093
$1K ﹤0.01%
28
1094
$1K ﹤0.01%
16
1095
$1K ﹤0.01%
14
-3
1096
$1K ﹤0.01%
56
-12
1097
$1K ﹤0.01%
32
1098
$1K ﹤0.01%
48
1099
$1K ﹤0.01%
7
1100
$1K ﹤0.01%
4
42 43
44
45 46