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
126
$1.96M 0.07%
16,896
+4,644
127
$1.94M 0.07%
8,155
+5,456
128
$1.93M 0.07%
8,470
+248
129
$1.9M 0.07%
78,617
130
$1.77M 0.07%
10,142
+300
131
$1.76M 0.07%
17,781
+3,935
132
$1.72M 0.07%
34,381
-39,904
133
$1.68M 0.06%
31,850
+460
134
$1.63M 0.06%
87,265
+23,822
135
$1.53M 0.06%
28,342
+5,909
136
$1.5M 0.06%
108,079
+25,059
137
$1.5M 0.06%
94,712
+14,112
138
$1.45M 0.06%
4,924
-34
139
$1.44M 0.05%
8,696
-1,855
140
$1.44M 0.05%
8,709
-548
141
$1.43M 0.05%
25,000
142
$1.41M 0.05%
34,632
-71
143
$1.41M 0.05%
2,404
+69
144
$1.4M 0.05%
13,872
+4,887
145
$1.4M 0.05%
11,967
+413
146
$1.38M 0.05%
17,460
147
$1.37M 0.05%
114,617
+26,160
148
$1.37M 0.05%
42,076
+6,750
149
$1.35M 0.05%
23,541
150
$1.32M 0.05%
66,200
+4,960
4 5
6
7 8