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
551
$7.42K ﹤0.01%
+270
552
$7.36K ﹤0.01%
107
-311
553
$7.3K ﹤0.01%
1,396
554
$7.03K ﹤0.01%
240
+62
555
$6.97K ﹤0.01%
105
-36
556
$6.97K ﹤0.01%
83
-60
557
$6.92K ﹤0.01%
843
-1,146
558
$6.88K ﹤0.01%
2,252
559
$6.82K ﹤0.01%
823
-7,094
560
$6.78K ﹤0.01%
46
-274
561
$6.75K ﹤0.01%
496
-249
562
$6.72K ﹤0.01%
44
563
$6.72K ﹤0.01%
122
-42
564
$6.71K ﹤0.01%
178
-45
565
$6.65K ﹤0.01%
66
566
$6.55K ﹤0.01%
21
-17
567
$6.54K ﹤0.01%
184
-4
568
$6.54K ﹤0.01%
130
-125
569
$6.4K ﹤0.01%
35
+7
570
$6.39K ﹤0.01%
89
-124
571
$6.35K ﹤0.01%
176
572
$6.25K ﹤0.01%
222
-200
573
$6.21K ﹤0.01%
43
-15
574
$6.18K ﹤0.01%
64
-229
575
$6.15K ﹤0.01%
616
+4
21 22
23
24 25