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
851
$3K ﹤0.01%
115
852
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103
853
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468
854
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63
855
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226
856
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20
857
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329
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84
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861
$2K ﹤0.01%
10
862
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+177
863
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23
864
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61
865
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60
866
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39
867
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14
868
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124
+18
869
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870
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27
871
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65
872
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84
873
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57
874
$2K ﹤0.01%
24
875
$2K ﹤0.01%
46
33 34
35
36 37