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
$3.83B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$23.4M
3
+$18.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$18M
5
KKR icon
KKR & Co
KKR
+$17.6M

Top Sells

1
+$18.5M
2
+$9.85M
3
+$9.17M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.15M

Sector Composition

1 Technology 6.8%
2 Financials 3.08%
3 Healthcare 2.02%
4 Consumer Discretionary 1.81%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$262K 0.01%
4,547
377
$262K 0.01%
2,324
+95
378
$262K 0.01%
11,529
+1,246
379
$260K 0.01%
+2,323
380
$259K 0.01%
13,414
-1,586
381
$259K 0.01%
+1,248
382
$259K 0.01%
1,912
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383
$258K 0.01%
54,008
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$257K 0.01%
3,936
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385
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+130
386
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2,582
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387
$249K 0.01%
7,239
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$246K 0.01%
+1,018
389
$245K 0.01%
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390
$242K 0.01%
+4,318
391
$241K 0.01%
8,637
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392
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393
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394
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3,600
395
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1,543
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396
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5,960
397
$225K 0.01%
4,087
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398
$224K 0.01%
1,952
-206
399
$224K 0.01%
2,253
-892
400
$223K 0.01%
1,131
14 15
16
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