EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1001
$1K ﹤0.01%
16
1002
$1K ﹤0.01%
15
1003
$1K ﹤0.01%
373
-16
1004
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5
1005
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10
1006
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36
1007
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1008
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1009
$1K ﹤0.01%
251
-14
1010
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5
1011
$1K ﹤0.01%
37
1012
$1K ﹤0.01%
3
1013
$1K ﹤0.01%
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1014
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39
1015
$1K ﹤0.01%
3
1016
$1K ﹤0.01%
3
1017
$1K ﹤0.01%
14
1018
$1K ﹤0.01%
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1019
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1020
$1K ﹤0.01%
11
1021
$1K ﹤0.01%
16
1022
$1K ﹤0.01%
1,074
-280
1023
$1K ﹤0.01%
100
1024
$1K ﹤0.01%
23
1025
– –
-26
39 40
41
42 43