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
776
$2.31K ﹤0.01%
240
777
$2.29K ﹤0.01%
226
778
$2.27K ﹤0.01%
26
+6
779
$2.27K ﹤0.01%
+147
780
$2.27K ﹤0.01%
69
781
$2.25K ﹤0.01%
45
782
$2.24K ﹤0.01%
12
+1
783
$2.22K ﹤0.01%
41
-52
784
$2.21K ﹤0.01%
+20
785
$2.19K ﹤0.01%
+754
786
$2.18K ﹤0.01%
64
-26
787
$2.15K ﹤0.01%
+17
788
$2.13K ﹤0.01%
169
789
$2.12K ﹤0.01%
+30
790
$2.1K ﹤0.01%
65
+2
791
$2.09K ﹤0.01%
+29
792
$2.08K ﹤0.01%
50
-298
793
$2.08K ﹤0.01%
21
-4
794
$2.08K ﹤0.01%
83
-4,044
795
$2.05K ﹤0.01%
76
796
$2.03K ﹤0.01%
555
-388
797
$2.02K ﹤0.01%
7
-5
798
$2K ﹤0.01%
+88
799
$2K ﹤0.01%
+56
800
$2K ﹤0.01%
37
30 31
32
33 34