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
176
$379K 0.03%
7,886
-80,498
177
$377K 0.03%
52,345
178
$375K 0.03%
3,082
179
$371K 0.03%
5,000
180
$359K 0.02%
3,385
181
$357K 0.02%
4,991
+111
182
$344K 0.02%
+157,000
183
$343K 0.02%
19,000
184
$340K 0.02%
5,787
185
$335K 0.02%
8,700
+7,800
186
$326K 0.02%
4,046
187
$324K 0.02%
4,740
-16,400
188
$320K 0.02%
7,621
+7,580
189
$319K 0.02%
27,667
190
$319K 0.02%
5,030
191
$317K 0.02%
681
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192
$314K 0.02%
1,310
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193
$312K 0.02%
2,581
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194
$310K 0.02%
1,428
+183
195
$304K 0.02%
1,431
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196
$302K 0.02%
19,235
197
$302K 0.02%
1,460
+40
198
$297K 0.02%
7,144
-765
199
$294K 0.02%
2,131
-18,084
200
$293K 0.02%
3,158
6 7
8
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