EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
101
$2.91M 0.11%
287,018
102
$2.88M 0.11%
37,985
103
$2.84M 0.11%
8,464
+85
104
$2.77M 0.11%
76,168
+8,618
105
$2.76M 0.1%
10,385
+257
106
$2.75M 0.1%
24,384
+5,638
107
$2.73M 0.1%
8,781
-279
108
$2.67M 0.1%
6,898
-16
109
$2.66M 0.1%
165,230
+5,510
110
$2.64M 0.1%
705,333
+40,000
111
$2.56M 0.1%
47,665
+15,265
112
$2.49M 0.09%
158,250
+60,050
113
$2.49M 0.09%
39,496
-222
114
$2.27M 0.09%
9,483
+52
115
$2.27M 0.09%
19,693
-2,976
116
$2.23M 0.08%
28,204
+5,534
117
$2.21M 0.08%
91,316
+2,692
118
$2.19M 0.08%
8,969
+25
119
$2.17M 0.08%
+46,407
120
$2.15M 0.08%
15,025
+3,968
121
$2.1M 0.08%
9,539
+41
122
$2.07M 0.08%
126,439
+30,190
123
$2.06M 0.08%
8,031
+5,738
124
$1.99M 0.08%
16,740
+460
125
$1.97M 0.07%
4,951
+515
3 4
5
6 7