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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
1176
– –
-25,000
1177
– –
-9,630
1178
– –
-16
1179
$0 ﹤0.01%
5
1180
$0 ﹤0.01%
22
1181
$0 ﹤0.01%
+19
1182
$0 ﹤0.01%
+73
1183
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-77
1184
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-2,000
1185
$0 ﹤0.01%
7
1186
$0 ﹤0.01%
12
1187
$0 ﹤0.01%
10
1188
$0 ﹤0.01%
263
1189
– –
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1190
$0 ﹤0.01%
5
1191
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200
1192
$0 ﹤0.01%
+1
1193
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-313
1194
– –
-4
1195
– –
-600
1196
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-150
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$0 ﹤0.01%
68
1198
$0 ﹤0.01%
40
1199
– –
-3,403
1200
$0 ﹤0.01%
13
46 47
48
49 50