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
401
$26.1K ﹤0.01%
621
-9,552
402
$25.7K ﹤0.01%
4,228
403
$25.6K ﹤0.01%
592
-76
404
$25.6K ﹤0.01%
527
-897
405
$25.4K ﹤0.01%
+531
406
$25.1K ﹤0.01%
852
+523
407
$24.8K ﹤0.01%
914
-2,809
408
$24.7K ﹤0.01%
2,517
-664
409
$24.6K ﹤0.01%
1,590
-3,590
410
$24.4K ﹤0.01%
56
-40
411
$24.3K ﹤0.01%
+172
412
$24.2K ﹤0.01%
77
-24
413
$24.2K ﹤0.01%
18
-29
414
$24.1K ﹤0.01%
300
-84
415
$23.9K ﹤0.01%
+1,819
416
$23.9K ﹤0.01%
1,000
417
$23.8K ﹤0.01%
350
-402
418
$23.7K ﹤0.01%
241
-45
419
$23.7K ﹤0.01%
857
-1,509
420
$23.5K ﹤0.01%
246
-728
421
$23.4K ﹤0.01%
784
+536
422
$23.1K ﹤0.01%
565
-4,306
423
$22.8K ﹤0.01%
+270
424
$22K ﹤0.01%
730
-41,143
425
$21.9K ﹤0.01%
+375
15 16
17
18 19