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
326
$60.2K 0.01%
683
-64
327
$59.7K 0.01%
430
-312
328
$58K 0.01%
1,072
-1,879
329
$57.1K 0.01%
+593
330
$57K 0.01%
1,000
-12
331
$57K 0.01%
914
-2,595
332
$56.5K 0.01%
898
-193
333
$56.3K 0.01%
1,220
-1
334
$56.1K 0.01%
+968
335
$55.5K 0.01%
1,031
-35
336
$55K 0.01%
708
-290
337
$54.7K 0.01%
486
-566
338
$54.1K 0.01%
+1,500
339
$53.6K 0.01%
952
-6
340
$52.7K 0.01%
610
-1,427
341
$51.7K 0.01%
691
-2,110
342
$51.2K 0.01%
+1,608
343
$49.9K 0.01%
8,472
-36,253
344
$49.3K 0.01%
3,445
-63,802
345
$49.2K 0.01%
2,080
-8,440
346
$48.7K 0.01%
3,375
-1,505
347
$47.3K 0.01%
2,940
348
$46.9K 0.01%
+1,000
349
$46.2K 0.01%
862
-327
350
$45.3K 0.01%
549
-1,740
12 13
14
15 16