EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
51
$1.97M 0.13%
37,985
52
$1.96M 0.13%
9,131
+1,049
53
$1.94M 0.13%
56,204
-2,500
54
$1.93M 0.13%
78,617
+6,518
55
$1.84M 0.12%
31,548
56
$1.81M 0.12%
11,902
+7,854
57
$1.81M 0.12%
120,946
+4,042
58
$1.81M 0.12%
6,614
+913
59
$1.74M 0.12%
11,888
+948
60
$1.66M 0.11%
3,500
+3,497
61
$1.58M 0.11%
11,823
62
$1.54M 0.1%
13,602
-7,839
63
$1.48M 0.1%
6,309
-885
64
$1.48M 0.1%
83,947
+9,540
65
$1.48M 0.1%
9,727
+48
66
$1.44M 0.1%
19,943
+19,813
67
$1.43M 0.1%
16,143
+15,830
68
$1.43M 0.1%
27,956
+2,824
69
$1.36M 0.09%
6,218
+1,165
70
$1.36M 0.09%
10,702
-100,910
71
$1.36M 0.09%
48,209
+259
72
$1.32M 0.09%
15,020
+1,980
73
$1.31M 0.09%
70,955
+12,080
74
$1.27M 0.09%
4,863
75
$1.26M 0.09%
28,149
-528
1 2
3
4 5