EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
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
851
$3K ﹤0.01%
15
852
$3K ﹤0.01%
25
853
$3K ﹤0.01%
135
854
$3K ﹤0.01%
110
855
$3K ﹤0.01%
207
856
$3K ﹤0.01%
115
857
$3K ﹤0.01%
329
858
$3K ﹤0.01%
84
859
$3K ﹤0.01%
352
860
$3K ﹤0.01%
33
861
$2K ﹤0.01%
+85
862
$2K ﹤0.01%
86
863
$2K ﹤0.01%
22
864
$2K ﹤0.01%
+177
865
$2K ﹤0.01%
225
866
$2K ﹤0.01%
61
867
$2K ﹤0.01%
60
868
$2K ﹤0.01%
39
869
$2K ﹤0.01%
12
870
$2K ﹤0.01%
+51
871
$2K ﹤0.01%
54
872
$2K ﹤0.01%
823
873
$2K ﹤0.01%
+25
874
$2K ﹤0.01%
16
875
$2K ﹤0.01%
+333
33 34
35
36 37