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
401
$39K ﹤0.01%
220
-13
402
$39K ﹤0.01%
2,000
403
$38K ﹤0.01%
32
404
$38K ﹤0.01%
405
-560
405
$38K ﹤0.01%
117
406
$37K ﹤0.01%
+305
407
$37K ﹤0.01%
621
408
$36K ﹤0.01%
2,919
409
$36K ﹤0.01%
233
410
$36K ﹤0.01%
172
411
$36K ﹤0.01%
191
412
$35K ﹤0.01%
354
413
$35K ﹤0.01%
1,352
-59,648
414
$35K ﹤0.01%
1,810
415
$35K ﹤0.01%
+1,894
416
$35K ﹤0.01%
215
417
$35K ﹤0.01%
233
418
$34K ﹤0.01%
185
419
$34K ﹤0.01%
158
420
$34K ﹤0.01%
990
+170
421
$34K ﹤0.01%
141
422
$34K ﹤0.01%
143
+8
423
$34K ﹤0.01%
+31
424
$33K ﹤0.01%
375
425
$33K ﹤0.01%
362
+346
15 16
17
18 19