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
376
$34K ﹤0.01%
156
-907
377
$32.8K ﹤0.01%
138
-313
378
$31.8K ﹤0.01%
1,061
+61
379
$31.3K ﹤0.01%
37
-4
380
$31.2K ﹤0.01%
+360
381
$30.7K ﹤0.01%
300
-1,317
382
$30.6K ﹤0.01%
485
-869
383
$30.4K ﹤0.01%
2,147
-11,906
384
$30.2K ﹤0.01%
170
-854
385
$30.2K ﹤0.01%
123
-34
386
$29.6K ﹤0.01%
+2,080
387
$29.5K ﹤0.01%
365
-1,846
388
$29.1K ﹤0.01%
313
-718
389
$28.9K ﹤0.01%
+375
390
$28.8K ﹤0.01%
2,620
391
$28.4K ﹤0.01%
198
392
$28.2K ﹤0.01%
865
-276
393
$27.9K ﹤0.01%
92
-410
394
$27.8K ﹤0.01%
+976
395
$27.7K ﹤0.01%
3,340
396
$27.4K ﹤0.01%
+452
397
$27.2K ﹤0.01%
2,920
398
$26.2K ﹤0.01%
+518
399
$26.1K ﹤0.01%
3,372
400
$26.1K ﹤0.01%
+2,000
14 15
16
17 18