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
351
$64K ﹤0.01%
1,034
+56
352
$62K ﹤0.01%
261
353
$61K ﹤0.01%
900
354
$61K ﹤0.01%
1,826
+47
355
$60K ﹤0.01%
657
+638
356
$60K ﹤0.01%
300
357
$58K ﹤0.01%
5,285
+1,057
358
$58K ﹤0.01%
477
359
$57K ﹤0.01%
2,101
360
$57K ﹤0.01%
333
361
$57K ﹤0.01%
724
-489
362
$56K ﹤0.01%
614
-996
363
$56K ﹤0.01%
+106
364
$56K ﹤0.01%
147
365
$55K ﹤0.01%
632
-1,136
366
$55K ﹤0.01%
498
367
$55K ﹤0.01%
871
368
$54K ﹤0.01%
980
369
$54K ﹤0.01%
750
370
$54K ﹤0.01%
3,207
371
$53K ﹤0.01%
1,268
372
$53K ﹤0.01%
1,078
+176
373
$52K ﹤0.01%
592
374
$52K ﹤0.01%
209
+100
375
$51K ﹤0.01%
1,075
13 14
15
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