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
126
$1.8M 0.07%
6,898
127
$1.79M 0.07%
30,481
-9,015
128
$1.76M 0.07%
17,192
+3,320
129
$1.75M 0.07%
17,782
+1
130
$1.72M 0.06%
3,470
131
$1.67M 0.06%
120,887
+12,808
132
$1.66M 0.06%
38,595
+6,601
133
$1.65M 0.06%
4
-4
134
$1.61M 0.06%
78,617
135
$1.61M 0.06%
2,637
-548
136
$1.56M 0.06%
4,870
-54
137
$1.56M 0.06%
50,294
+8,218
138
$1.54M 0.06%
34,436
+55
139
$1.5M 0.06%
94,284
-428
140
$1.5M 0.06%
125,743
+11,126
141
$1.5M 0.06%
27,532
+14,003
142
$1.42M 0.05%
8,478
-231
143
$1.4M 0.05%
11,846
144
$1.38M 0.05%
9,776
+2,676
145
$1.38M 0.05%
83,273
+19,546
146
$1.38M 0.05%
24,138
+597
147
$1.37M 0.05%
11,978
+11
148
$1.36M 0.05%
17,460
149
$1.35M 0.05%
2,351
-53
150
$1.32M 0.05%
63,750
-2,450
4 5
6
7 8