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
1201
– –
-4,651
1202
– –
-65
1203
– –
-169
1204
– –
-41
1205
– –
-234
1206
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-18
1207
– –
-105
1208
– –
-3
1209
– –
-59
1210
– –
-351
1211
– –
-23
1212
– –
-54,000
1213
– –
-30
1214
– –
-94
1215
– –
-100
1216
– –
-348
1217
– –
-37
1218
– –
-11
1219
– –
-54
1220
– –
-69
1221
– –
-691
1222
– –
-179
1223
– –
-18
1224
– –
-5,000
1225
– –
-47
47 48
49
50 51