EW
Evoke Wealth Portfolio holdings
AUM
$4.26B
1-Year Return
15.6%
This Quarter Return
+10.7%
1 Year Return
+15.6%
3 Year Return
+39.07%
5 Year Return
+58.3%
10 Year Return
–
AUM
$1.48B
AUM Growth
+$249M
(+20%)
Cap. Flow
+$127M
Cap. Flow
% of AUM
8.55%
Top 10 Holdings %
Top 10 Hldgs %
69.21%
Holding
1,108
New
58
Increased
223
Reduced
136
Closed
52
Top Buys
| 1 |
RPAR Risk Parity ETF
RPAR
|
$81.6M |
| 2 |
Global X US Infrastructure Development ETF
PAVE
|
$15.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$13.5M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$7.91M |
| 5 |
Vanguard Value ETF
VTV
|
$6.91M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$12.8M |
| 2 |
Vodafone
VOD
|
$11M |
| 3 |
SPDR Gold Trust
GLD
|
$4.34M |
| 4 |
ResMed
RMD
|
$4.3M |
| 5 |
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% |
