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
476
$14.4K ﹤0.01%
+300
477
$14.1K ﹤0.01%
347
+12
478
$14.1K ﹤0.01%
231
479
$13.9K ﹤0.01%
348
-248
480
$13.9K ﹤0.01%
299
-362
481
$13.8K ﹤0.01%
728
482
$13.7K ﹤0.01%
6,000
483
$13.7K ﹤0.01%
148
-1,534
484
$13.3K ﹤0.01%
1,120
-2,020
485
$12.9K ﹤0.01%
+246
486
$12.8K ﹤0.01%
1,407
-3,316
487
$12.7K ﹤0.01%
154
-8,148
488
$12.3K ﹤0.01%
47
-69
489
$11.9K ﹤0.01%
+121
490
$11.6K ﹤0.01%
200
+25
491
$11.6K ﹤0.01%
+158
492
$11.4K ﹤0.01%
88
-216
493
$11.4K ﹤0.01%
46
-3
494
$11.2K ﹤0.01%
148
-51
495
$11.2K ﹤0.01%
78
-37
496
$11.1K ﹤0.01%
340
497
$11K ﹤0.01%
106
-2
498
$10.9K ﹤0.01%
438
-16
499
$10.8K ﹤0.01%
+480
500
$10.8K ﹤0.01%
596
-1,940
18 19
20
21 22