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
201
$689K 0.03%
35,904
+1,300
202
$679K 0.03%
9,295
203
$674K 0.03%
1,084
-17
204
$669K 0.03%
7,181
205
$664K 0.02%
10,345
-99
206
$649K 0.02%
2,775
+1,108
207
$644K 0.02%
8,731
208
$635K 0.02%
44,274
209
$633K 0.02%
2,155
210
$622K 0.02%
11,089
+6
211
$618K 0.02%
3,395
-14
212
$618K 0.02%
5,506
+494
213
$617K 0.02%
4,171
-923
214
$615K 0.02%
6,069
-1,588
215
$603K 0.02%
3,106
-3
216
$600K 0.02%
4,715
-3,378
217
$585K 0.02%
34,000
-6,900
218
$574K 0.02%
+20,641
219
$571K 0.02%
5,237
220
$554K 0.02%
14,300
+1,900
221
$553K 0.02%
1,148
222
$551K 0.02%
10,578
-17,764
223
$539K 0.02%
28,700
+7,700
224
$531K 0.02%
1,706
225
$531K 0.02%
6,719
-5,094
7 8
9
10 11