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
501
$20K ﹤0.01%
1,081
+570
502
$19K ﹤0.01%
340
+28
503
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27
+3
504
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43
+22
505
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340
506
$18K ﹤0.01%
+840
507
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120
508
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43
509
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71
510
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354
-1,052
511
$18K ﹤0.01%
155
512
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835
-280
513
$18K ﹤0.01%
29
+16
514
$17K ﹤0.01%
69
515
$17K ﹤0.01%
550
516
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95
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168
518
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251
519
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838
+247
520
$17K ﹤0.01%
517
521
$16K ﹤0.01%
160
522
$16K ﹤0.01%
284
523
$16K ﹤0.01%
256
524
$15K ﹤0.01%
790
525
$15K ﹤0.01%
375
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