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
351
$44.4K 0.01%
+500
352
$44.4K 0.01%
1,925
-15
353
$44.1K 0.01%
+600
354
$44K 0.01%
+577
355
$43.2K 0.01%
554
-42
356
$43.2K 0.01%
464
-624
357
$43K 0.01%
1,804
-1,322
358
$42.9K 0.01%
9,335
-22,849
359
$41.8K 0.01%
+838
360
$41.6K 0.01%
+750
361
$40.4K 0.01%
+493
362
$38.9K 0.01%
980
-174
363
$38.9K 0.01%
646
364
$38.8K 0.01%
8,035
+354
365
$38K 0.01%
2,703
366
$37.7K 0.01%
+1,268
367
$37.5K 0.01%
1,000
368
$37.4K 0.01%
256
-64
369
$36.6K 0.01%
+800
370
$36.5K 0.01%
+460
371
$35.7K 0.01%
2,332
+22
372
$35.2K 0.01%
124
-256
373
$34.5K ﹤0.01%
+2,800
374
$34.4K ﹤0.01%
259
-110
375
$34.2K ﹤0.01%
190
-369
13 14
15
16 17