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
$2.66B
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
101
$2.79M 0.1%
165,229
-1
102
$2.66M 0.1%
174,750
+16,500
103
$2.66M 0.1%
47,665
104
$2.66M 0.1%
735,333
+30,000
105
$2.63M 0.1%
10,308
+2,277
106
$2.62M 0.1%
24,251
-133
107
$2.55M 0.1%
20,020
+3,280
108
$2.53M 0.1%
8,781
109
$2.42M 0.09%
10,102
-283
110
$2.35M 0.09%
90,021
-1,295
111
$2.34M 0.09%
287,018
112
$2.32M 0.09%
29,749
+1,545
113
$2.29M 0.09%
138,938
+12,499
114
$2.26M 0.08%
19,693
115
$2.25M 0.08%
5,591
+640
116
$2.21M 0.08%
10,793
+2,323
117
$2.16M 0.08%
45,795
-612
118
$2.09M 0.08%
7,736
-419
119
$2.08M 0.08%
9,436
-47
120
$1.99M 0.07%
16,820
-76
121
$1.98M 0.07%
15,329
+304
122
$1.96M 0.07%
9,238
+269
123
$1.89M 0.07%
9,660
+121
124
$1.83M 0.07%
97,898
+10,633
125
$1.82M 0.07%
9,999
-143
3 4
5
6 7