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
451
$17.9K ﹤0.01%
141
452
$17.7K ﹤0.01%
+251
453
$17.6K ﹤0.01%
122
-63
454
$17.5K ﹤0.01%
+155
455
$17.1K ﹤0.01%
+200
456
$17K ﹤0.01%
109
-396
457
$16.8K ﹤0.01%
140
458
$16.8K ﹤0.01%
97
-31
459
$16.8K ﹤0.01%
443
-3
460
$16.5K ﹤0.01%
860
-4,634
461
$16.4K ﹤0.01%
141
-191
462
$16.2K ﹤0.01%
2,850
463
$16K ﹤0.01%
206
-58
464
$15.9K ﹤0.01%
3,174
465
$15.7K ﹤0.01%
+187
466
$15.7K ﹤0.01%
129
-296
467
$15.3K ﹤0.01%
88
-109
468
$15.2K ﹤0.01%
795
-609
469
$15.2K ﹤0.01%
48
-392
470
$15.2K ﹤0.01%
282
-517
471
$15.1K ﹤0.01%
126
+3
472
$14.7K ﹤0.01%
419
-2,641
473
$14.5K ﹤0.01%
+359
474
$14.4K ﹤0.01%
395
-1,820
475
$14.4K ﹤0.01%
23
-136
17 18
19
20 21