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
276
$87.1K 0.01%
1,178
-3,953
277
$86.4K 0.01%
3,615
278
$86.1K 0.01%
984
+534
279
$85.7K 0.01%
2,778
280
$85.4K 0.01%
6,474
-18,503
281
$84.6K 0.01%
5,066
-375
282
$84.1K 0.01%
654
-743
283
$83.9K 0.01%
2,722
-4,009
284
$83.9K 0.01%
1,878
-40
285
$83.1K 0.01%
+750
286
$81.6K 0.01%
1,781
-176
287
$80.7K 0.01%
604
-324
288
$80.6K 0.01%
1,913
-26,104
289
$80.4K 0.01%
215,000
290
$80.3K 0.01%
1,464
+514
291
$80.3K 0.01%
+745
292
$78.9K 0.01%
495
-812
293
$78.8K 0.01%
713
-890
294
$78.2K 0.01%
+2,004
295
$77.7K 0.01%
+3,300
296
$77.4K 0.01%
2,005
-194
297
$77.2K 0.01%
1,582
-2,628
298
$77.1K 0.01%
2,872
299
$76.8K 0.01%
2,238
+9
300
$74.2K 0.01%
369
-14
10 11
12
13 14