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
501
$10.7K ﹤0.01%
123
-38
502
$10.6K ﹤0.01%
103
-235
503
$10.3K ﹤0.01%
288
+87
504
$10.2K ﹤0.01%
739
-8,044
505
$10.1K ﹤0.01%
66
-24
506
$9.92K ﹤0.01%
279
-255
507
$9.88K ﹤0.01%
69
508
$9.82K ﹤0.01%
133
-39
509
$9.62K ﹤0.01%
153
-111
510
$9.53K ﹤0.01%
+281
511
$9.42K ﹤0.01%
54
-56
512
$9.4K ﹤0.01%
+300
513
$9.4K ﹤0.01%
357
+56
514
$9.33K ﹤0.01%
465
-1,290
515
$9.21K ﹤0.01%
1,411
-16,930
516
$9.15K ﹤0.01%
267
-65
517
$9.13K ﹤0.01%
335
+26
518
$9.04K ﹤0.01%
414
-2,078
519
$8.99K ﹤0.01%
+290
520
$8.87K ﹤0.01%
+143
521
$8.82K ﹤0.01%
61
522
$8.79K ﹤0.01%
200
523
$8.78K ﹤0.01%
252
-71
524
$8.62K ﹤0.01%
96
-46
525
$8.6K ﹤0.01%
740
-29,116
19 20
21
22 23