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
326
$73K ﹤0.01%
3,375
327
$71K ﹤0.01%
5,000
328
$71K ﹤0.01%
4,683
329
$71K ﹤0.01%
1,250
+1,096
330
$71K ﹤0.01%
1,063
331
$70K ﹤0.01%
452
+14
332
$70K ﹤0.01%
1,661
-915
333
$70K ﹤0.01%
+480
334
$69K ﹤0.01%
1,489
335
$69K ﹤0.01%
+3,323
336
$69K ﹤0.01%
696
+14
337
$69K ﹤0.01%
480
-4
338
$68K ﹤0.01%
388
339
$68K ﹤0.01%
11,180
340
$68K ﹤0.01%
812
-2
341
$68K ﹤0.01%
450
342
$67K ﹤0.01%
475
343
$67K ﹤0.01%
856
-1,152
344
$66K ﹤0.01%
710
+700
345
$65K ﹤0.01%
465
+11
346
$65K ﹤0.01%
575
+421
347
$65K ﹤0.01%
493
348
$65K ﹤0.01%
1,063
349
$64K ﹤0.01%
1,152
+75
350
$64K ﹤0.01%
7,730
+208
12 13
14
15 16