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
1076
$2K ﹤0.01%
+442
1077
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+312
1078
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+764
1079
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39
1080
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20
-24
1081
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41
1082
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+81
1083
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54
1084
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8
-12
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+171
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+146
1087
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+1,099
1088
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69
+1
1089
$2K ﹤0.01%
10
-7
1090
$2K ﹤0.01%
+1,345
1091
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34
-1
1092
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24
+18
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98
+14
1094
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112
-105
1095
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33
1096
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373
1097
$1K ﹤0.01%
13
-11
1098
$1K ﹤0.01%
133
-117
1099
$1K ﹤0.01%
25
1100
$1K ﹤0.01%
223
-7
42 43
44
45 46