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
101
$942K 0.06%
2,663
102
$942K 0.06%
12,000
103
$930K 0.06%
10,049
104
$897K 0.06%
25,000
+11,000
105
$889K 0.06%
9,714
+57
106
$877K 0.06%
17,603
-39,275
107
$861K 0.06%
3,698
-240
108
$827K 0.06%
6,357
+819
109
$815K 0.06%
5,456
+368
110
$805K 0.05%
1,610
+380
111
$805K 0.05%
9,900
112
$797K 0.05%
26,409
+13,044
113
$781K 0.05%
22,224
114
$771K 0.05%
9,258
+9,000
115
$766K 0.05%
9,240
+5,400
116
$752K 0.05%
5,870
117
$738K 0.05%
1,967
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118
$732K 0.05%
20,324
+6,206
119
$731K 0.05%
43,550
+6,580
120
$723K 0.05%
8,813
-143
121
$718K 0.05%
33,747
+553
122
$699K 0.05%
10,000
123
$699K 0.05%
7,100
+2,189
124
$697K 0.05%
22,998
-35,565
125
$674K 0.05%
18,308
-288
3 4
5
6 7