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
576
$11K ﹤0.01%
45
577
$11K ﹤0.01%
50
578
$11K ﹤0.01%
108
+45
579
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265
580
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231
581
$11K ﹤0.01%
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582
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61
583
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68
+48
584
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240
-1,230
585
$10K ﹤0.01%
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591
$10K ﹤0.01%
76
592
$10K ﹤0.01%
2,252
593
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595
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596
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362
+51
598
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599
$10K ﹤0.01%
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+154
600
$10K ﹤0.01%
311
22 23
24
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