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
276
$129K 0.01%
14,672
+6,619
277
$129K 0.01%
+7,147
278
$128K 0.01%
938
+29
279
$127K 0.01%
475
280
$126K 0.01%
1,077
281
$125K 0.01%
2,400
282
$124K 0.01%
3,322
283
$121K 0.01%
3,194
+6
284
$120K 0.01%
1,800
285
$119K 0.01%
2,368
+77
286
$118K 0.01%
1,916
-849
287
$117K 0.01%
7,000
-2,089
288
$117K 0.01%
1,020
+8
289
$116K 0.01%
3,500
290
$112K 0.01%
2,004
291
$112K 0.01%
598
292
$107K 0.01%
+9,173
293
$107K 0.01%
+2,477
294
$103K 0.01%
1,467
+175
295
$103K 0.01%
2,058
296
$103K 0.01%
4,000
297
$102K 0.01%
3,615
298
$101K 0.01%
588
299
$101K 0.01%
1,491
300
$100K 0.01%
+1,510
10 11
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