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
251
$110K 0.02%
10,435
+105
252
$109K 0.02%
2,382
-2,325
253
$107K 0.02%
+1,500
254
$107K 0.02%
6,215
-556
255
$104K 0.01%
+8,731
256
$103K 0.01%
+11,373
257
$102K 0.01%
+4,227
258
$101K 0.01%
1,011
-153
259
$100K 0.01%
+3,905
260
$98.6K 0.01%
1,055
-41
261
$97.6K 0.01%
1,077
262
$97.3K 0.01%
287
-173
263
$96.2K 0.01%
1,707
-1,003
264
$95K 0.01%
1,745
+5
265
$94.9K 0.01%
+1,900
266
$94.9K 0.01%
+600
267
$94.2K 0.01%
4,999
-5,305
268
$92.2K 0.01%
638
-860
269
$91.1K 0.01%
3,322
270
$91K 0.01%
4,000
271
$90.7K 0.01%
+2,156
272
$90.4K 0.01%
1,358
+661
273
$89.9K 0.01%
653
-109
274
$89.7K 0.01%
+2,000
275
$88.3K 0.01%
+595
9 10
11
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