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
826
$3K ﹤0.01%
90
827
$3K ﹤0.01%
102
828
$3K ﹤0.01%
219
829
$3K ﹤0.01%
122
-2,224
830
$3K ﹤0.01%
50
831
$3K ﹤0.01%
30
832
$3K ﹤0.01%
7
833
$3K ﹤0.01%
3
834
$3K ﹤0.01%
55
835
$3K ﹤0.01%
98
836
$3K ﹤0.01%
20
837
$3K ﹤0.01%
+65
838
$3K ﹤0.01%
30
839
$3K ﹤0.01%
7
-3
840
$3K ﹤0.01%
26
841
$3K ﹤0.01%
233
842
$3K ﹤0.01%
106
843
$3K ﹤0.01%
19
844
$3K ﹤0.01%
+65
845
$3K ﹤0.01%
118
846
$3K ﹤0.01%
15
847
$3K ﹤0.01%
25
848
$3K ﹤0.01%
135
849
$3K ﹤0.01%
110
850
$3K ﹤0.01%
207
32 33
34
35 36