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
1001
$1K ﹤0.01%
5
1002
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1003
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1004
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1005
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1006
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251
-14
1007
$1K ﹤0.01%
5
1008
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1009
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3
1010
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1011
$1K ﹤0.01%
3
1012
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1013
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1014
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1015
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43
1016
$1K ﹤0.01%
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1017
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1018
$1K ﹤0.01%
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1019
$1K ﹤0.01%
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1020
$1K ﹤0.01%
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1021
$1K ﹤0.01%
1,074
-280
1022
$1K ﹤0.01%
100
1023
$1K ﹤0.01%
23
1024
$1K ﹤0.01%
36
1025
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-39
39 40
41
42 43