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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
1226
$0 ﹤0.01%
10
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1227
$0 ﹤0.01%
14
1228
$0 ﹤0.01%
9
1229
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-92
1230
– –
-1,112
1231
– –
-972
1232
$0 ﹤0.01%
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1233
$0 ﹤0.01%
29
1234
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-66,000
1235
$0 ﹤0.01%
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1236
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-320
1237
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-7,000
1238
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$0 ﹤0.01%
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-8
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$0 ﹤0.01%
+11
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– –
-1,995
1243
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-3,375
1244
– –
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1245
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-5
1246
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-60,000
1247
– –
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1248
$0 ﹤0.01%
12
1249
$0 ﹤0.01%
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1250
$0 ﹤0.01%
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