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
501
$20K ﹤0.01%
2,850
502
$19K ﹤0.01%
340
+28
503
$19K ﹤0.01%
27
+3
504
$19K ﹤0.01%
43
+22
505
$19K ﹤0.01%
340
506
$18K ﹤0.01%
+840
507
$18K ﹤0.01%
120
508
$18K ﹤0.01%
43
509
$18K ﹤0.01%
71
510
$18K ﹤0.01%
354
-1,052
511
$18K ﹤0.01%
155
512
$18K ﹤0.01%
835
-280
513
$18K ﹤0.01%
29
+16
514
$17K ﹤0.01%
69
515
$17K ﹤0.01%
550
516
$17K ﹤0.01%
95
517
$17K ﹤0.01%
168
518
$17K ﹤0.01%
251
519
$17K ﹤0.01%
838
+247
520
$17K ﹤0.01%
517
521
$16K ﹤0.01%
160
522
$16K ﹤0.01%
256
523
$16K ﹤0.01%
284
524
$15K ﹤0.01%
790
525
$15K ﹤0.01%
375
19 20
21
22 23