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
26
$3.55M 0.51%
48,983
-691
27
$3.54M 0.5%
13
-21,327
28
$3.01M 0.43%
+16,438
29
$2.53M 0.36%
17,194
-31
30
$2.16M 0.31%
22,411
+1,963
31
$2.16M 0.31%
16,461
-2,939
32
$1.68M 0.24%
17,220
-6,960
33
$1.56M 0.22%
+16,979
34
$1.53M 0.22%
16,996
-17,553
35
$1.52M 0.22%
107,139
-256
36
$1.48M 0.21%
25,009
-1,014
37
$1.48M 0.21%
69,884
-4,660
38
$1.48M 0.21%
9,443
-13,503
39
$1.4M 0.2%
12,223
+6,921
40
$1.37M 0.2%
9,719
-153
41
$1.37M 0.19%
+23,500
42
$1.36M 0.19%
+80,503
43
$1.35M 0.19%
31,577
-56
44
$1.29M 0.18%
8,653
-268
45
$1.26M 0.18%
8,642
+7,658
46
$1.24M 0.18%
+32,375
47
$1.18M 0.17%
97,683
+34,570
48
$1.02M 0.15%
5,151
-29
49
$993K 0.14%
46,659
-252
50
$993K 0.14%
5,952
-2,868
1
2
3 4 5