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
751
$2.74K ﹤0.01%
100
752
$2.72K ﹤0.01%
45
753
$2.7K ﹤0.01%
19
-437
754
$2.68K ﹤0.01%
32
-49
755
$2.68K ﹤0.01%
37
+12
756
$2.65K ﹤0.01%
47
-43
757
$2.64K ﹤0.01%
551
-6,212
758
$2.62K ﹤0.01%
47
759
$2.62K ﹤0.01%
116
760
$2.61K ﹤0.01%
794
-7,034
761
$2.61K ﹤0.01%
22
-7
762
$2.56K ﹤0.01%
+564
763
$2.53K ﹤0.01%
+105
764
$2.5K ﹤0.01%
52
-66
765
$2.5K ﹤0.01%
1,000
766
$2.48K ﹤0.01%
24
767
$2.43K ﹤0.01%
112
768
$2.42K ﹤0.01%
70
-1,545
769
$2.42K ﹤0.01%
300
770
$2.42K ﹤0.01%
30
-26
771
$2.4K ﹤0.01%
220
-77
772
$2.39K ﹤0.01%
23
+9
773
$2.36K ﹤0.01%
+14,500
774
$2.36K ﹤0.01%
+78
775
$2.33K ﹤0.01%
176
-44
29 30
31
32 33