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
51
$987K 0.14%
72,650
-11,459
52
$972K 0.14%
23,579
53
$960K 0.14%
18,239
+2,374
54
$953K 0.14%
+37,200
55
$901K 0.13%
29,247
-4,387
56
$899K 0.13%
5,436
-447
57
$877K 0.12%
35,432
+2,748
58
$848K 0.12%
23,898
-10,000
59
$847K 0.12%
7,702
-2,056
60
$811K 0.12%
11,336
+10,992
61
$792K 0.11%
4,853
-782
62
$780K 0.11%
+22,355
63
$757K 0.11%
9,124
-877
64
$755K 0.11%
12,980
-41,400
65
$754K 0.11%
+17,460
66
$743K 0.11%
11,579
-62
67
$734K 0.1%
3,773
-1,235
68
$731K 0.1%
+7,590
69
$724K 0.1%
53,352
+8,638
70
$722K 0.1%
42,578
-1,040
71
$719K 0.1%
2,978
-1,473
72
$712K 0.1%
+12,450
73
$702K 0.1%
+48,866
74
$699K 0.1%
25,050
-29,679
75
$699K 0.1%
5,818
-2,108
1 2
3
4 5