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
201
$290K 0.02%
3,019
-414
202
$289K 0.02%
1,783
+880
203
$288K 0.02%
1,058
204
$287K 0.02%
4,584
-246
205
$287K 0.02%
3,240
+2,020
206
$287K 0.02%
1,475
207
$283K 0.02%
119,063
208
$282K 0.02%
19,500
209
$278K 0.02%
3,600
210
$273K 0.02%
1,514
-338
211
$271K 0.02%
8,235
+4,117
212
$270K 0.02%
5,086
+173
213
$264K 0.02%
796
-288
214
$258K 0.02%
358
+26
215
$245K 0.02%
18,000
216
$242K 0.02%
898
+34
217
$233K 0.02%
1,385
218
$231K 0.02%
14,308
219
$231K 0.02%
3,697
+8
220
$230K 0.02%
2,349
221
$229K 0.02%
1,902
+403
222
$225K 0.02%
1,400
-146
223
$223K 0.02%
33,350
224
$218K 0.01%
17,000
225
$218K 0.01%
782
-93
7 8
9
10 11