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
776
$4K ﹤0.01%
84
777
$4K ﹤0.01%
123
778
$4K ﹤0.01%
27
779
$4K ﹤0.01%
300
780
$4K ﹤0.01%
180
781
$4K ﹤0.01%
586
782
$4K ﹤0.01%
141
783
$4K ﹤0.01%
15
784
$4K ﹤0.01%
63
785
$4K ﹤0.01%
58
786
$4K ﹤0.01%
100
787
$4K ﹤0.01%
130
788
$4K ﹤0.01%
50
789
$4K ﹤0.01%
31
790
$4K ﹤0.01%
66
791
$4K ﹤0.01%
91
-1,502
792
$4K ﹤0.01%
39
793
$4K ﹤0.01%
904
794
$4K ﹤0.01%
38
795
$4K ﹤0.01%
15
796
$4K ﹤0.01%
245
797
$4K ﹤0.01%
+627
798
$4K ﹤0.01%
100
799
$4K ﹤0.01%
382
800
$4K ﹤0.01%
267
-25
30 31
32
33 34