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
476
$23K ﹤0.01%
78
477
$23K ﹤0.01%
+572
478
$23K ﹤0.01%
74
-11
479
$23K ﹤0.01%
1,160
+25
480
$23K ﹤0.01%
391
481
$23K ﹤0.01%
279
-5
482
$23K ﹤0.01%
+1
483
$23K ﹤0.01%
154
484
$22K ﹤0.01%
+199
485
$22K ﹤0.01%
726
+42
486
$22K ﹤0.01%
1,000
487
$22K ﹤0.01%
728
488
$22K ﹤0.01%
6,000
489
$22K ﹤0.01%
640
490
$22K ﹤0.01%
386
491
$22K ﹤0.01%
140
492
$21K ﹤0.01%
+135
493
$21K ﹤0.01%
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494
$21K ﹤0.01%
43
495
$21K ﹤0.01%
248
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496
$21K ﹤0.01%
567
-545
497
$21K ﹤0.01%
1,270
498
$21K ﹤0.01%
+412
499
$20K ﹤0.01%
393
500
$20K ﹤0.01%
2,850
18 19
20
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