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
$1.48B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$15.2M
3
+$13.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.91M
5
VTV icon
Vanguard Value ETF
VTV
+$6.91M

Top Sells

1
+$12.8M
2
+$11M
3
+$4.34M
4
RMD icon
ResMed
RMD
+$4.3M
5
HLF icon
Herbalife
HLF
+$3.87M

Sector Composition

1 Financials 4.08%
2 Technology 3.32%
3 Communication Services 2.81%
4 Industrials 1.7%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$162K 0.01%
3,630
252
$160K 0.01%
2,950
+260
253
$158K 0.01%
+6,730
254
$157K 0.01%
9,071
-63
255
$156K 0.01%
5,000
256
$154K 0.01%
975
257
$154K 0.01%
34,604
258
$154K 0.01%
2,079
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259
$152K 0.01%
728
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260
$151K 0.01%
1,565
261
$147K 0.01%
4,226
262
$147K 0.01%
3,465
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263
$146K 0.01%
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264
$144K 0.01%
+1,635
265
$144K 0.01%
63
266
$142K 0.01%
1,131
267
$142K 0.01%
1,009
-485
268
$141K 0.01%
2,872
269
$137K 0.01%
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270
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1,244
-5,420
271
$133K 0.01%
878
272
$133K 0.01%
595
273
$133K 0.01%
2,830
-127
274
$132K 0.01%
1,500
275
$132K 0.01%
807
+4
9 10
11
12 13