EW
Evoke Wealth Portfolio holdings
AUM
$4.26B
1-Year Return
15.6%
This Quarter Return
+16.6%
1 Year Return
+15.6%
3 Year Return
+39.07%
5 Year Return
+58.3%
10 Year Return
–
AUM
$1.03B
AUM Growth
+$329M
(+47%)
Cap. Flow
+$211M
Cap. Flow
% of AUM
20.49%
Top 10 Holdings %
Top 10 Hldgs %
70.15%
Holding
1,259
New
134
Increased
270
Reduced
423
Closed
121
Top Buys
| 1 |
RPAR Risk Parity ETF
RPAR
|
+$160M |
| 2 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$27.1M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$16.8M |
| 4 |
Vodafone
VOD
|
+$10.7M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$9.41M |
Top Sells
| 1 |
TRTX
TPG RE Finance Trust
TRTX
|
+$7.33M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$5.17M |
| 3 |
DSL
DoubleLine Income Solutions Fund
DSL
|
+$4.98M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$4.77M |
| 5 |
Zoom
ZM
|
+$2.11M |
Sector Composition
| 1 | Financials | 4.9% |
| 2 | Technology | 4.12% |
| 3 | Communication Services | 2.02% |
| 4 | Healthcare | 1.77% |
| 5 | Energy | 1.39% |
