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
601
$5.14K ﹤0.01%
+113
602
$5.11K ﹤0.01%
51
-49
603
$5.07K ﹤0.01%
210
-310
604
$5.06K ﹤0.01%
+253
605
$5.05K ﹤0.01%
218
+132
606
$5.04K ﹤0.01%
28
-10
607
$5.01K ﹤0.01%
118
-1,991
608
$4.95K ﹤0.01%
65
-8
609
$4.92K ﹤0.01%
184
+4
610
$4.9K ﹤0.01%
41
-30
611
$4.89K ﹤0.01%
351
-1,447
612
$4.86K ﹤0.01%
18
-3
613
$4.86K ﹤0.01%
+15
614
$4.85K ﹤0.01%
209
615
$4.85K ﹤0.01%
165
-4,049
616
$4.85K ﹤0.01%
38
-20
617
$4.8K ﹤0.01%
405
-1,000
618
$4.8K ﹤0.01%
340
619
$4.79K ﹤0.01%
113
-28
620
$4.77K ﹤0.01%
504
-1,178
621
$4.76K ﹤0.01%
1,140
-53
622
$4.76K ﹤0.01%
59
+4
623
$4.76K ﹤0.01%
260
-280
624
$4.71K ﹤0.01%
136
-103
625
$4.67K ﹤0.01%
132
23 24
25
26 27