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
426
$32K ﹤0.01%
104
427
$32K ﹤0.01%
1,304
+1,104
428
$32K ﹤0.01%
1,278
+226
429
$32K ﹤0.01%
77
430
$32K ﹤0.01%
543
+7
431
$32K ﹤0.01%
3,174
432
$32K ﹤0.01%
534
-561
433
$32K ﹤0.01%
475
434
$31K ﹤0.01%
1,097
435
$31K ﹤0.01%
860
436
$31K ﹤0.01%
146
437
$31K ﹤0.01%
114
438
$31K ﹤0.01%
360
439
$31K ﹤0.01%
151
+140
440
$30K ﹤0.01%
+317
441
$30K ﹤0.01%
1,166
+1,053
442
$29K ﹤0.01%
1,338
+1,063
443
$29K ﹤0.01%
790
444
$29K ﹤0.01%
101
445
$29K ﹤0.01%
348
446
$28K ﹤0.01%
420
447
$28K ﹤0.01%
163
+150
448
$28K ﹤0.01%
452
449
$28K ﹤0.01%
245
450
$28K ﹤0.01%
607
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