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
$703M
AUM Growth
-$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,520
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$73M
3
+$60M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$39.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$23M

Top Sells

1
+$5.8B
2
+$259M
3
+$25.2M
4
IAU icon
iShares Gold Trust
IAU
+$19.4M
5
UNH icon
UnitedHealth
UNH
+$18.8M

Sector Composition

1 Financials 6.86%
2 Technology 4.69%
3 Healthcare 2.18%
4 Energy 1.82%
5 Real Estate 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$131K 0.02%
875
-78
227
$130K 0.02%
3,727
-986
228
$130K 0.02%
3,975
-22,534
229
$129K 0.02%
+1,800
230
$125K 0.02%
809
+258
231
$125K 0.02%
+1,550
232
$124K 0.02%
890
-99
233
$122K 0.02%
955
-713
234
$122K 0.02%
34,604
235
$121K 0.02%
486
-75,232
236
$118K 0.02%
+4,165
237
$118K 0.02%
1,567
+11
238
$118K 0.02%
1,001
-1,521
239
$117K 0.02%
1,290
-1,646
240
$117K 0.02%
2,945
-1,942
241
$116K 0.02%
+3,102
242
$116K 0.02%
+4,794
243
$116K 0.02%
2,402
-4,226
244
$115K 0.02%
+934
245
$115K 0.02%
3,923
+1,975
246
$114K 0.02%
1,131
247
$114K 0.02%
+3,630
248
$112K 0.02%
63
-2
249
$111K 0.02%
7,000
-1,450
250
$110K 0.02%
+1,372
8 9
10
11 12