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
551
$12K ﹤0.01%
181
+46
552
$12K ﹤0.01%
1,411
553
$12K ﹤0.01%
327
+131
554
$12K ﹤0.01%
68
555
$12K ﹤0.01%
52
556
$12K ﹤0.01%
762
+224
557
$12K ﹤0.01%
233
-484
558
$12K ﹤0.01%
114
559
$12K ﹤0.01%
987
560
$12K ﹤0.01%
33
561
$12K ﹤0.01%
709
562
$12K ﹤0.01%
664
+622
563
$12K ﹤0.01%
+1,680
564
$12K ﹤0.01%
929
565
$12K ﹤0.01%
336
566
$12K ﹤0.01%
88
-5
567
$12K ﹤0.01%
31
568
$11K ﹤0.01%
280
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569
$11K ﹤0.01%
45
570
$11K ﹤0.01%
50
571
$11K ﹤0.01%
108
+45
572
$11K ﹤0.01%
265
573
$11K ﹤0.01%
231
574
$11K ﹤0.01%
67
-475
575
$11K ﹤0.01%
61
21 22
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