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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
801
$4K ﹤0.01%
15
802
$3K ﹤0.01%
50
803
$3K ﹤0.01%
192
804
$3K ﹤0.01%
31
805
$3K ﹤0.01%
22
806
$3K ﹤0.01%
50
807
$3K ﹤0.01%
127
808
$3K ﹤0.01%
+42
809
$3K ﹤0.01%
125
810
$3K ﹤0.01%
44
-1,035
811
$3K ﹤0.01%
95
812
$3K ﹤0.01%
34
813
$3K ﹤0.01%
400
-125
814
$3K ﹤0.01%
32
815
$3K ﹤0.01%
21
816
$3K ﹤0.01%
33
817
$3K ﹤0.01%
28
818
$3K ﹤0.01%
84
819
$3K ﹤0.01%
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820
$3K ﹤0.01%
37
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821
$3K ﹤0.01%
691
822
$3K ﹤0.01%
38
823
$3K ﹤0.01%
676
824
$3K ﹤0.01%
90
825
$3K ﹤0.01%
102
31 32
33
34 35