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
151
$1.32M 0.05%
36,031
+12,407
152
$1.32M 0.05%
11,846
153
$1.3M 0.05%
3,754
+15
154
$1.28M 0.05%
23,805
+1,190
155
$1.26M 0.05%
+3,470
156
$1.25M 0.05%
31,994
+12,592
157
$1.2M 0.05%
59,886
158
$1.18M 0.04%
+972
159
$1.17M 0.04%
3,682
+397
160
$1.16M 0.04%
5,094
+577
161
$1.11M 0.04%
24,436
-17
162
$1.1M 0.04%
12,940
+6,835
163
$1.09M 0.04%
10,525
164
$1.08M 0.04%
4,473
+22
165
$1.08M 0.04%
12,847
+4,229
166
$1.06M 0.04%
4,572
+271
167
$1.06M 0.04%
25,685
-955
168
$1.05M 0.04%
63,727
+53,727
169
$1.05M 0.04%
3,864
+3,470
170
$1.04M 0.04%
6,386
+1,174
171
$1.04M 0.04%
9,900
172
$1.03M 0.04%
7,175
+221
173
$1.03M 0.04%
9,804
+47
174
$1.02M 0.04%
8,093
-532
175
$1.01M 0.04%
5,406
+5,323
5 6
7
8 9