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
726
$2.99K ﹤0.01%
+83
727
$2.99K ﹤0.01%
163
+44
728
$2.98K ﹤0.01%
414
729
$2.97K ﹤0.01%
50
-178
730
$2.95K ﹤0.01%
489
-1,187
731
$2.94K ﹤0.01%
92
-392
732
$2.93K ﹤0.01%
61
-330
733
$2.92K ﹤0.01%
136
+33
734
$2.92K ﹤0.01%
237
-149
735
$2.92K ﹤0.01%
63
-36
736
$2.91K ﹤0.01%
79
-1,675
737
$2.91K ﹤0.01%
658
-25,276
738
$2.9K ﹤0.01%
9
-9
739
$2.89K ﹤0.01%
35
-96
740
$2.87K ﹤0.01%
95
-1,593
741
$2.87K ﹤0.01%
58
742
$2.87K ﹤0.01%
500
-109
743
$2.86K ﹤0.01%
+28
744
$2.83K ﹤0.01%
63
-144
745
$2.79K ﹤0.01%
+57
746
$2.77K ﹤0.01%
+158
747
$2.77K ﹤0.01%
164
+47
748
$2.75K ﹤0.01%
84
749
$2.74K ﹤0.01%
54
-527
750
$2.74K ﹤0.01%
+50
28 29
30
31 32