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
801
$1.96K ﹤0.01%
81
-400
802
$1.95K ﹤0.01%
14
-38
803
$1.95K ﹤0.01%
276
+172
804
$1.94K ﹤0.01%
14
-635
805
$1.93K ﹤0.01%
73
806
$1.92K ﹤0.01%
10
+4
807
$1.91K ﹤0.01%
11
-11
808
$1.91K ﹤0.01%
+210
809
$1.9K ﹤0.01%
84
810
$1.9K ﹤0.01%
106
811
$1.89K ﹤0.01%
55
-155
812
$1.89K ﹤0.01%
19
+6
813
$1.88K ﹤0.01%
38
-1,414
814
$1.87K ﹤0.01%
146
815
$1.85K ﹤0.01%
108
-92
816
$1.83K ﹤0.01%
33
-164
817
$1.82K ﹤0.01%
45
818
$1.79K ﹤0.01%
127
819
$1.79K ﹤0.01%
51
-18
820
$1.79K ﹤0.01%
+95
821
$1.78K ﹤0.01%
8
-175
822
$1.77K ﹤0.01%
233
-26
823
$1.76K ﹤0.01%
30
-50
824
$1.75K ﹤0.01%
+5,000
825
$1.75K ﹤0.01%
7
-21
31 32
33
34 35