EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
801
$4K ﹤0.01%
100
802
$3K ﹤0.01%
192
803
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31
804
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22
805
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44
-1,035
806
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807
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34
808
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400
-125
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32
810
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811
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65
812
$3K ﹤0.01%
37
-8,402
813
$3K ﹤0.01%
691
814
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38
815
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676
816
$3K ﹤0.01%
90
817
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821
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7
823
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3
824
$3K ﹤0.01%
12
-17,182
825
$3K ﹤0.01%
29
31 32
33
34 35