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
$2.64B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$33.2M
3
+$15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.7M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.7M

Top Sells

1
+$7.11M
2
+$4.84M
3
+$2M
4
AMZN icon
Amazon
AMZN
+$1.69M
5
LOW icon
Lowe's Companies
LOW
+$1.25M

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
1126
$1K ﹤0.01%
12
1127
$1K ﹤0.01%
10
-111
1128
$1K ﹤0.01%
18
-19
1129
$1K ﹤0.01%
7
-26
1130
$1K ﹤0.01%
263
1131
$1K ﹤0.01%
5
1132
$1K ﹤0.01%
3
1133
$1K ﹤0.01%
200
1134
$1K ﹤0.01%
4
1135
$1K ﹤0.01%
68
1136
$1K ﹤0.01%
18
1137
$1K ﹤0.01%
41
1138
$1K ﹤0.01%
40
1139
$1K ﹤0.01%
23
-100
1140
$1K ﹤0.01%
13
-3
1141
$1K ﹤0.01%
106
1142
$1K ﹤0.01%
16
1143
$1K ﹤0.01%
15
1144
$1K ﹤0.01%
373
1145
$1K ﹤0.01%
5
1146
$1K ﹤0.01%
26
-10
1147
$1K ﹤0.01%
17
1148
$1K ﹤0.01%
24
1149
$1K ﹤0.01%
239
-12
1150
$1K ﹤0.01%
5
44 45
46
47 48