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
701
$3.38K ﹤0.01%
7,500
702
$3.37K ﹤0.01%
288
+267
703
$3.35K ﹤0.01%
+31
704
$3.34K ﹤0.01%
892
705
$3.32K ﹤0.01%
177
+78
706
$3.31K ﹤0.01%
197
-578
707
$3.31K ﹤0.01%
53
-1,661
708
$3.3K ﹤0.01%
361
-88
709
$3.3K ﹤0.01%
41
-109
710
$3.29K ﹤0.01%
366
711
$3.26K ﹤0.01%
19
-28
712
$3.24K ﹤0.01%
30
-13
713
$3.23K ﹤0.01%
95
714
$3.22K ﹤0.01%
17
-167
715
$3.17K ﹤0.01%
95
-118
716
$3.16K ﹤0.01%
22
-357
717
$3.06K ﹤0.01%
76
+6
718
$3.04K ﹤0.01%
+109
719
$3.03K ﹤0.01%
+28
720
$3.03K ﹤0.01%
117
+90
721
$3.01K ﹤0.01%
58
-4
722
$3.01K ﹤0.01%
51
-138
723
$3K ﹤0.01%
68
724
$3K ﹤0.01%
315
725
$2.99K ﹤0.01%
98
27 28
29
30 31