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
826
$1.75K ﹤0.01%
17
-38
827
$1.75K ﹤0.01%
33
-2,409
828
$1.75K ﹤0.01%
275
829
$1.73K ﹤0.01%
+67
830
$1.72K ﹤0.01%
65
831
$1.72K ﹤0.01%
+207
832
$1.71K ﹤0.01%
76
-143
833
$1.7K ﹤0.01%
131
+74
834
$1.7K ﹤0.01%
127
835
$1.68K ﹤0.01%
+27
836
$1.65K ﹤0.01%
+9
837
$1.65K ﹤0.01%
181
-1,511
838
$1.64K ﹤0.01%
125
-22
839
$1.64K ﹤0.01%
32
-124
840
$1.61K ﹤0.01%
28
-49
841
$1.6K ﹤0.01%
26
-27
842
$1.6K ﹤0.01%
676
843
$1.6K ﹤0.01%
61
-137
844
$1.59K ﹤0.01%
+248
845
$1.59K ﹤0.01%
126
846
$1.57K ﹤0.01%
+24
847
$1.57K ﹤0.01%
83
+64
848
$1.56K ﹤0.01%
15
-20
849
$1.55K ﹤0.01%
+17
850
$1.55K ﹤0.01%
+225
32 33
34
35 36