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
651
$4.19K ﹤0.01%
259
-180
652
$4.15K ﹤0.01%
266
-822
653
$4.14K ﹤0.01%
6
-4
654
$4.14K ﹤0.01%
129
-3
655
$4.13K ﹤0.01%
240
-81
656
$4.07K ﹤0.01%
44
657
$4.06K ﹤0.01%
84
658
$4.05K ﹤0.01%
35
659
$4.05K ﹤0.01%
360
-3,373
660
$4.04K ﹤0.01%
46
661
$4.02K ﹤0.01%
180
-174
662
$3.99K ﹤0.01%
82
+55
663
$3.95K ﹤0.01%
185
664
$3.94K ﹤0.01%
300
-177
665
$3.88K ﹤0.01%
16
-4
666
$3.85K ﹤0.01%
180
-2,431
667
$3.85K ﹤0.01%
141
-966
668
$3.83K ﹤0.01%
79
-2,336
669
$3.81K ﹤0.01%
421
670
$3.81K ﹤0.01%
56
671
$3.79K ﹤0.01%
2,506
-6,406
672
$3.76K ﹤0.01%
+210
673
$3.75K ﹤0.01%
55
-73
674
$3.72K ﹤0.01%
45
-68
675
$3.72K ﹤0.01%
+38
25 26
27
28 29