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
526
$8.5K ﹤0.01%
168
527
$8.4K ﹤0.01%
136
+104
528
$8.4K ﹤0.01%
94
-47
529
$8.4K ﹤0.01%
250
530
$8.37K ﹤0.01%
107
-47
531
$8.32K ﹤0.01%
61
-45
532
$8.26K ﹤0.01%
+432
533
$8.16K ﹤0.01%
156
534
$8.16K ﹤0.01%
54
-52
535
$8.15K ﹤0.01%
203
-129
536
$8.13K ﹤0.01%
359
537
$8.08K ﹤0.01%
+177
538
$7.92K ﹤0.01%
+30
539
$7.92K ﹤0.01%
+64
540
$7.92K ﹤0.01%
1,500
-9,367
541
$7.91K ﹤0.01%
324
-3,720
542
$7.82K ﹤0.01%
745
+483
543
$7.78K ﹤0.01%
780
-4,318
544
$7.64K ﹤0.01%
372
-1,616
545
$7.6K ﹤0.01%
289
-262
546
$7.6K ﹤0.01%
240
-12
547
$7.57K ﹤0.01%
+172
548
$7.57K ﹤0.01%
76
549
$7.49K ﹤0.01%
96
-62
550
$7.43K ﹤0.01%
227
20 21
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