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
376
$50K ﹤0.01%
219
+82
377
$50K ﹤0.01%
218
-3,645
378
$50K ﹤0.01%
708
379
$49K ﹤0.01%
2,703
380
$49K ﹤0.01%
74
+19
381
$49K ﹤0.01%
+675
382
$49K ﹤0.01%
225
-125
383
$48K ﹤0.01%
10,000
384
$47K ﹤0.01%
130
+115
385
$46K ﹤0.01%
289
-330
386
$46K ﹤0.01%
1,508
+4
387
$46K ﹤0.01%
3,211
+407
388
$45K ﹤0.01%
1,150
+1,120
389
$45K ﹤0.01%
20
390
$44K ﹤0.01%
449
391
$43K ﹤0.01%
800
392
$42K ﹤0.01%
265
+6
393
$42K ﹤0.01%
460
+65
394
$41K ﹤0.01%
328
+228
395
$41K ﹤0.01%
6,617
396
$41K ﹤0.01%
3,372
397
$41K ﹤0.01%
846
398
$41K ﹤0.01%
306
+3
399
$40K ﹤0.01%
146
400
$40K ﹤0.01%
153
+5
14 15
16
17 18