We are live on ! Find out more
EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
976
$1K ﹤0.01%
263
977
$1K ﹤0.01%
37
978
$1K ﹤0.01%
5
979
$1K ﹤0.01%
200
980
$1K ﹤0.01%
68
-164
981
$1K ﹤0.01%
18
982
$1K ﹤0.01%
17
983
$1K ﹤0.01%
41
984
$1K ﹤0.01%
40
985
– –
0
986
$1K ﹤0.01%
49
987
$1K ﹤0.01%
23
988
$1K ﹤0.01%
28
989
$1K ﹤0.01%
16
990
$1K ﹤0.01%
131
991
$1K ﹤0.01%
106
992
$1K ﹤0.01%
19
-684
993
$1K ﹤0.01%
16
994
$1K ﹤0.01%
15
995
$1K ﹤0.01%
373
-16
996
$1K ﹤0.01%
5
997
$1K ﹤0.01%
10
998
$1K ﹤0.01%
36
999
$1K ﹤0.01%
17
1000
$1K ﹤0.01%
24
38 39
40
41 42