EW
Evoke Wealth Portfolio holdings
AUM
$4.26B
1-Year Est. Return
15.6%
1 Year Est. Return
+15.6%
AUM
$4.26B
AUM Growth
+$431M
(+11%)
Holding
608
Top Buys
| 1 | +$31.8M | |
| 2 | +$12.2M | |
| 3 | +$11.6M | |
| 4 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$11.2M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$8.9M |
Top Sells
| 1 | +$26.2M | |
| 2 | +$20.3M | |
| 3 | +$7.16M | |
| 4 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
+$5.95M |
| 5 |
UPAR Ultra Risk Parity ETF
UPAR
|
+$5.2M |
Sector Composition
| 1 | Technology | 7.76% |
| 2 | Financials | 2.72% |
| 3 | Communication Services | 2.05% |
| 4 | Consumer Discretionary | 1.93% |
| 5 | Healthcare | 1.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
TransUnion
TRU
$15.3B
| – | – |
-2,474
|
|
||
602
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
| – | – |
-4,003
|
|
||
603
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
| – | – |
-1,131
|
|
||
|
AMTM
604
Amentum Holdings
AMTM
$5.45B
| – | – |
-12,235
|
|
||
605
CAVA Group
CAVA
$7.29B
| – | – |
-2,418
|
|
||
606
C.H. Robinson
CHRW
$15B
| – | – |
-2,726
|
|
||
607
Consolidated Edison
ED
$36.5B
| – | – |
-1,854
|
|
||
608
Equity Residential
EQR
$23.8B
| – | – |
-3,045
|
|