EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
26
$6.9M 0.47%
31,009
+1,610
27
$6.31M 0.43%
+72,256
28
$5.77M 0.39%
98,128
+27
29
$5.45M 0.37%
283,518
+74,090
30
$5.42M 0.37%
90,589
+87,191
31
$4.98M 0.34%
30,600
+7,580
32
$4.25M 0.29%
387,038
-42,712
33
$4.04M 0.27%
86,000
-1,150
34
$3.72M 0.25%
20,525
-610
35
$2.85M 0.19%
82,334
+4,802
36
$2.82M 0.19%
169,947
+12,915
37
$2.73M 0.18%
11,758
-3,462
38
$2.69M 0.18%
17,082
+1,236
39
$2.68M 0.18%
22,669
-513
40
$2.47M 0.17%
9,060
-73
41
$2.44M 0.16%
7
-6
42
$2.43M 0.16%
28,636
+15,761
43
$2.38M 0.16%
137,100
+57,100
44
$2.37M 0.16%
27,060
+3,320
45
$2.28M 0.15%
598,033
+103,033
46
$2.26M 0.15%
287,018
47
$2.23M 0.15%
141,567
+236
48
$2.09M 0.14%
138,354
+12,284
49
$2.08M 0.14%
+77,566
50
$1.99M 0.13%
9,571
+53