EW
Evoke Wealth Portfolio holdings
AUM
$4.26B
1-Year Return
15.6%
This Quarter Return
+6.49%
1 Year Return
+15.6%
3 Year Return
+39.07%
5 Year Return
+58.3%
10 Year Return
–
AUM
$3.17B
AUM Growth
+$507M
(+19%)
Cap. Flow
+$331M
Cap. Flow
% of AUM
10.45%
Top 10 Holdings %
Top 10 Hldgs %
57.84%
Holding
1,270
New
73
Increased
348
Reduced
163
Closed
68
Top Buys
| 1 |
RPAR Risk Parity ETF
RPAR
|
+$108M |
| 2 |
Marriott Vacations Worldwide
VAC
|
+$30.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$30.1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$30M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$27.6M |
Top Sells
| 1 |
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
|
+$18.4M |
| 2 |
Tesla
TSLA
|
+$13.2M |
| 3 |
Comcast
CMCSA
|
+$11.5M |
| 4 |
Verizon
VZ
|
+$9.05M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$6.73M |
Sector Composition
| 1 | Technology | 5.06% |
| 2 | Financials | 4.78% |
| 3 | Consumer Discretionary | 3.48% |
| 4 | Healthcare | 3.23% |
| 5 | Industrials | 1.86% |
