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
626
$4.67K ﹤0.01%
198
-336
627
$4.63K ﹤0.01%
28
-336
628
$4.63K ﹤0.01%
112
629
$4.62K ﹤0.01%
116
630
$4.59K ﹤0.01%
124
-15
631
$4.57K ﹤0.01%
162
+68
632
$4.56K ﹤0.01%
+140
633
$4.51K ﹤0.01%
107
634
$4.5K ﹤0.01%
1,354
635
$4.49K ﹤0.01%
990
+82
636
$4.47K ﹤0.01%
298
+271
637
$4.45K ﹤0.01%
50
-95
638
$4.44K ﹤0.01%
61
-33
639
$4.41K ﹤0.01%
639
+202
640
$4.38K ﹤0.01%
29
-484
641
$4.35K ﹤0.01%
139
-121
642
$4.33K ﹤0.01%
+159
643
$4.31K ﹤0.01%
185
+131
644
$4.3K ﹤0.01%
62
645
$4.28K ﹤0.01%
+35
646
$4.28K ﹤0.01%
299
-1,944
647
$4.26K ﹤0.01%
188
-903
648
$4.24K ﹤0.01%
118
-398
649
$4.21K ﹤0.01%
99
650
$4.2K ﹤0.01%
462
-991
24 25
26
27 28