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
176
$1M 0.04%
11,660
+5,040
177
$983K 0.04%
3,774
+3,526
178
$979K 0.04%
7,897
+7,753
179
$972K 0.04%
3,333
-2
180
$972K 0.04%
11,813
+3,721
181
$966K 0.04%
42,727
+35,479
182
$954K 0.04%
6,015
-4,354
183
$946K 0.04%
+21,972
184
$935K 0.04%
3,444
-3,307
185
$924K 0.04%
+34,247
186
$898K 0.03%
22,224
187
$893K 0.03%
8,813
188
$891K 0.03%
12,378
+554
189
$877K 0.03%
5,937
+466
190
$845K 0.03%
5,725
191
$845K 0.03%
3,223
192
$818K 0.03%
1,620
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193
$810K 0.03%
83,900
+5,400
194
$805K 0.03%
14,334
-310
195
$802K 0.03%
7,657
+2,785
196
$759K 0.03%
9,240
197
$756K 0.03%
10,314
-95
198
$744K 0.03%
9,000
199
$741K 0.03%
2,584
+909
200
$740K 0.03%
2,450
6 7
8
9 10