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
426
$21.6K ﹤0.01%
475
-180
427
$21.5K ﹤0.01%
432
-738
428
$21.4K ﹤0.01%
563
-399
429
$21.4K ﹤0.01%
+1,075
430
$21.3K ﹤0.01%
94
-136
431
$21.3K ﹤0.01%
129
-93
432
$21K ﹤0.01%
625
-4,820
433
$20.9K ﹤0.01%
550
434
$20.8K ﹤0.01%
313
-318
435
$20.6K ﹤0.01%
255
-401
436
$20.2K ﹤0.01%
10,000
-102
437
$20.1K ﹤0.01%
307
-35
438
$19.9K ﹤0.01%
+210
439
$19.6K ﹤0.01%
1,405
-1,535
440
$19.5K ﹤0.01%
640
441
$19.5K ﹤0.01%
618
+368
442
$18.7K ﹤0.01%
255
-1,249
443
$18.6K ﹤0.01%
+335
444
$18.6K ﹤0.01%
382
-1
445
$18.5K ﹤0.01%
111
-84
446
$18.4K ﹤0.01%
1,095
447
$18.3K ﹤0.01%
559
-818
448
$18.2K ﹤0.01%
354
449
$18.2K ﹤0.01%
86
-36
450
$18.1K ﹤0.01%
+386
16 17
18
19 20