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

Top Buys

1
+$35.4M
2
+$10.6M
3
+$8.68M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$8.5M
5
TAN icon
Invesco Solar ETF
TAN
+$8.28M

Top Sells

1
+$13.6M
2
+$10.3M
3
+$10.2M
4
KMI icon
Kinder Morgan
KMI
+$8.97M
5
MCD icon
McDonald's
MCD
+$5.4M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
43
1127
– –
0
1128
$1K ﹤0.01%
22
1129
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66
-156
1130
$1K ﹤0.01%
106
1131
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84
1132
$0 ﹤0.01%
12
1133
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1134
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1135
$0 ﹤0.01%
2
1136
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1137
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-1,500
1138
$0 ﹤0.01%
4
1139
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1141
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1143
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10
1144
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1145
– –
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1146
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-4
1147
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-600
1148
– –
-150
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$0 ﹤0.01%
68
1150
$0 ﹤0.01%
10
-665
44 45
46
47 48