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
451
$28K ﹤0.01%
78
+5
452
$28K ﹤0.01%
323
+300
453
$27K ﹤0.01%
629
454
$27K ﹤0.01%
205
+200
455
$27K ﹤0.01%
518
456
$27K ﹤0.01%
295
457
$27K ﹤0.01%
+1,077
458
$27K ﹤0.01%
+70
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%
+385
465
$25K ﹤0.01%
308
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%
391
475
$23K ﹤0.01%
279
-5
17 18
19
20 21