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
$2.66B
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
1151
$0 ﹤0.01%
4
1152
$0 ﹤0.01%
8
1153
$0 ﹤0.01%
7
1154
– –
-505
1155
– –
0
1156
– –
-11,491
1157
$0 ﹤0.01%
183
1158
$0 ﹤0.01%
19
1159
– –
-1
1160
$0 ﹤0.01%
15
1161
$0 ﹤0.01%
8
1162
$0 ﹤0.01%
16
1163
– –
-405
1164
$0 ﹤0.01%
2
1165
– –
-17
1166
– –
-1,500
1167
$0 ﹤0.01%
4
1168
$0 ﹤0.01%
1
1169
$0 ﹤0.01%
1
1170
– –
-52
1171
$0 ﹤0.01%
5
1172
$0 ﹤0.01%
+1
1173
$0 ﹤0.01%
27
1174
$0 ﹤0.01%
3
1175
– –
-535
45 46
47
48 49