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
201
$739K 0.03%
7,100
202
$733K 0.03%
40,900
203
$732K 0.03%
3,480
-3
204
$730K 0.03%
3,685
-3
205
$717K 0.03%
13,529
-14,068
206
$709K 0.03%
3,409
+99
207
$701K 0.03%
10,444
-770
208
$698K 0.03%
20,539
209
$692K 0.03%
+66,000
210
$687K 0.03%
43,187
211
$680K 0.03%
18,590
+17,800
212
$675K 0.03%
1,778
+168
213
$673K 0.03%
2,320
214
$671K 0.03%
11,252
+500
215
$666K 0.03%
2,756
+550
216
$654K 0.02%
6,198
+5,700
217
$650K 0.02%
7,181
-62
218
$646K 0.02%
29,300
+4,700
219
$644K 0.02%
44,274
+2,800
220
$641K 0.02%
11,083
+5,503
221
$616K 0.02%
2,155
222
$605K 0.02%
1,101
-183
223
$604K 0.02%
333,690
224
$595K 0.02%
8,731
225
$593K 0.02%
13,839
7 8
9
10 11