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
151
$1.28M 0.05%
14,995
+3,335
152
$1.27M 0.05%
34,632
153
$1.25M 0.05%
4,841
+269
154
$1.24M 0.05%
3,668
-86
155
$1.24M 0.05%
8,443
-253
156
$1.21M 0.05%
63,275
+3,389
157
$1.19M 0.04%
22,615
-1,190
158
$1.16M 0.04%
3,533
-149
159
$1.16M 0.04%
13,669
+822
160
$1.1M 0.04%
20,584
+6,250
161
$1.08M 0.04%
25,413
-272
162
$1.08M 0.04%
4,939
-24,762
163
$1.07M 0.04%
10,509
-16
164
$1.07M 0.04%
47,226
+4,499
165
$1.06M 0.04%
12,902
-38
166
$1.04M 0.04%
27,725
-8,306
167
$1.03M 0.04%
6,386
168
$1.03M 0.04%
3,863
-1
169
$1.02M 0.04%
9,851
+47
170
$1.01M 0.04%
5,388
-18
171
$1M 0.04%
7,046
-129
172
$998K 0.04%
4,366
-107
173
$993K 0.04%
3,759
-15
174
$990K 0.04%
22,224
175
$943K 0.04%
3,444
5 6
7
8 9