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
576
$6.11K ﹤0.01%
589
-315
577
$6.04K ﹤0.01%
72
+18
578
$6K ﹤0.01%
125
579
$5.95K ﹤0.01%
+234
580
$5.93K ﹤0.01%
126
-144
581
$5.91K ﹤0.01%
+20
582
$5.87K ﹤0.01%
168
583
$5.86K ﹤0.01%
239
-1,115
584
$5.86K ﹤0.01%
2,169
+73
585
$5.7K ﹤0.01%
516
+435
586
$5.62K ﹤0.01%
78
-38
587
$5.6K ﹤0.01%
196
-253
588
$5.58K ﹤0.01%
39
589
$5.55K ﹤0.01%
72
590
$5.54K ﹤0.01%
54
-54
591
$5.51K ﹤0.01%
58
-129
592
$5.51K ﹤0.01%
30
593
$5.44K ﹤0.01%
1,274
594
$5.4K ﹤0.01%
287
-4,813
595
$5.37K ﹤0.01%
132
596
$5.37K ﹤0.01%
201
-101
597
$5.32K ﹤0.01%
198
598
$5.32K ﹤0.01%
356
-171
599
$5.15K ﹤0.01%
200
600
$5.14K ﹤0.01%
+1,354
22 23
24
25 26