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
676
$3.71K ﹤0.01%
296
677
$3.7K ﹤0.01%
+118
678
$3.69K ﹤0.01%
33
-15
679
$3.66K ﹤0.01%
+200
680
$3.65K ﹤0.01%
297
-37
681
$3.61K ﹤0.01%
121
-544
682
$3.61K ﹤0.01%
444
-3,824
683
$3.55K ﹤0.01%
125
684
$3.54K ﹤0.01%
184
685
$3.53K ﹤0.01%
+129
686
$3.53K ﹤0.01%
112
687
$3.52K ﹤0.01%
461
-522
688
$3.51K ﹤0.01%
288
-892
689
$3.49K ﹤0.01%
15
-27
690
$3.46K ﹤0.01%
72
691
$3.45K ﹤0.01%
778
+122
692
$3.44K ﹤0.01%
370
-3,721
693
$3.44K ﹤0.01%
+112
694
$3.44K ﹤0.01%
37
-105
695
$3.43K ﹤0.01%
99
696
$3.42K ﹤0.01%
7
-10
697
$3.39K ﹤0.01%
87
-90
698
$3.38K ﹤0.01%
138
+53
699
$3.38K ﹤0.01%
663
+510
700
$3.38K ﹤0.01%
42
-44
26 27
28
29 30