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
301
$73.2K 0.01%
1,035
-18
302
$73K 0.01%
1,502
-1,847
303
$72.7K 0.01%
+596
304
$70.8K 0.01%
+1,500
305
$70.5K 0.01%
+1,550
306
$70.5K 0.01%
2,344
-1,645
307
$70.1K 0.01%
+2,066
308
$69.7K 0.01%
+1,220
309
$66.9K 0.01%
+2,722
310
$66.7K 0.01%
1,279
+376
311
$66.2K 0.01%
301
-525
312
$65.7K 0.01%
+1,825
313
$64.7K 0.01%
1,066
-77
314
$64.4K 0.01%
1,407
-2,935
315
$64.2K 0.01%
2,233
-600
316
$64.1K 0.01%
3,669
-407
317
$63.6K 0.01%
+10,000
318
$63.2K 0.01%
4,119
+925
319
$62.9K 0.01%
479
-953
320
$62.7K 0.01%
8,365
321
$61.6K 0.01%
737
-64
322
$61.6K 0.01%
2,014
-4,434
323
$61.4K 0.01%
1,342
-19,058
324
$60.6K 0.01%
2,333
325
$60.4K 0.01%
905
+732
11 12
13
14 15