EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$78.3M
2
+$13.9M
3
+$12.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.43M
5
VTV icon
Vanguard Value ETF
VTV
+$6.54M

Top Sells

1
+$11.3M
2
+$10.1M
3
+$4.28M
4
HLF icon
Herbalife
HLF
+$3.88M
5
CVX icon
Chevron
CVX
+$3.51M

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
451
$28K ﹤0.01%
420
452
$28K ﹤0.01%
163
+150
453
$27K ﹤0.01%
+70
454
$27K ﹤0.01%
629
455
$27K ﹤0.01%
205
+200
456
$27K ﹤0.01%
518
457
$27K ﹤0.01%
295
458
$27K ﹤0.01%
+1,077
459
$27K ﹤0.01%
550
460
$26K ﹤0.01%
1,095
461
$26K ﹤0.01%
+767
462
$26K ﹤0.01%
375
463
$26K ﹤0.01%
233
+225
464
$25K ﹤0.01%
308
465
$25K ﹤0.01%
+385
466
$25K ﹤0.01%
300
467
$25K ﹤0.01%
236
+8
468
$25K ﹤0.01%
205
469
$25K ﹤0.01%
187
470
$25K ﹤0.01%
185
471
$25K ﹤0.01%
200
472
$24K ﹤0.01%
430
473
$24K ﹤0.01%
75
+11
474
$23K ﹤0.01%
210
475
$23K ﹤0.01%
655
+649
17 18
19
20 21