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
901
$2K ﹤0.01%
64
902
$2K ﹤0.01%
51
-117
903
$2K ﹤0.01%
+85
904
$2K ﹤0.01%
63
905
$2K ﹤0.01%
42
906
$2K ﹤0.01%
27
-2
907
$2K ﹤0.01%
250
908
$2K ﹤0.01%
97
909
$2K ﹤0.01%
10
910
$2K ﹤0.01%
+177
911
$2K ﹤0.01%
23
912
$2K ﹤0.01%
61
913
$2K ﹤0.01%
60
914
$2K ﹤0.01%
39
915
$2K ﹤0.01%
12
916
$2K ﹤0.01%
+51
917
$2K ﹤0.01%
54
918
$2K ﹤0.01%
823
919
$2K ﹤0.01%
54
920
$2K ﹤0.01%
+25
921
$2K ﹤0.01%
16
922
$2K ﹤0.01%
+333
923
$2K ﹤0.01%
194
924
$2K ﹤0.01%
14
925
$2K ﹤0.01%
124
+18
35 36
37
38 39