EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
76
$1.23M 0.08%
93,134
+7,162
77
$1.23M 0.08%
201,135
+87,635
78
$1.21M 0.08%
8,546
-536
79
$1.2M 0.08%
34,709
+44
80
$1.2M 0.08%
17,460
81
$1.2M 0.08%
78,867
+5,168
82
$1.19M 0.08%
13,844
+513
83
$1.19M 0.08%
2,196
-61
84
$1.16M 0.08%
23,541
85
$1.13M 0.08%
8,112
+27
86
$1.12M 0.08%
3,658
+16
87
$1.12M 0.08%
3,292
+69
88
$1.11M 0.08%
94,932
+16,373
89
$1.1M 0.07%
26,698
+8,459
90
$1.08M 0.07%
10,135
+1,168
91
$1.05M 0.07%
2,957
92
$1.03M 0.07%
6,956
-4
93
$1.03M 0.07%
4,403
+128
94
$1.01M 0.07%
4,202
95
$1.01M 0.07%
4,711
-443
96
$1.01M 0.07%
11,579
97
$1M 0.07%
26,460
+9,456
98
$992K 0.07%
9,255
+743
99
$969K 0.07%
+36,858
100
$944K 0.06%
10,801
+49
2 3
4
5 6