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
726
$5K ﹤0.01%
109
727
$5K ﹤0.01%
94
728
$5K ﹤0.01%
34
+12
729
$5K ﹤0.01%
39
730
$5K ﹤0.01%
28
731
$5K ﹤0.01%
176
732
$5K ﹤0.01%
107
733
$5K ﹤0.01%
151
734
$5K ﹤0.01%
112
735
$5K ﹤0.01%
22
736
$5K ﹤0.01%
37
737
$5K ﹤0.01%
123
-143
738
$5K ﹤0.01%
173
739
$5K ﹤0.01%
+305
740
$5K ﹤0.01%
87
741
$5K ﹤0.01%
48
742
$5K ﹤0.01%
369
743
$4K ﹤0.01%
32
744
$4K ﹤0.01%
338
+204
745
$4K ﹤0.01%
37
746
$4K ﹤0.01%
+856
747
$4K ﹤0.01%
26
-352
748
$4K ﹤0.01%
76
749
$4K ﹤0.01%
32
+8
750
$4K ﹤0.01%
758
28 29
30
31 32