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
851
$1.55K ﹤0.01%
33
-43
852
$1.54K ﹤0.01%
12
-13
853
$1.54K ﹤0.01%
4
-2
854
$1.53K ﹤0.01%
156
-1,611
855
$1.53K ﹤0.01%
25
-1,789
856
$1.52K ﹤0.01%
125
+103
857
$1.52K ﹤0.01%
428
858
$1.52K ﹤0.01%
+283
859
$1.5K ﹤0.01%
+138
860
$1.5K ﹤0.01%
1,015
861
$1.49K ﹤0.01%
32
-34
862
$1.49K ﹤0.01%
+194
863
$1.48K ﹤0.01%
16
+8
864
$1.47K ﹤0.01%
16
-19
865
$1.46K ﹤0.01%
60
866
$1.46K ﹤0.01%
+106
867
$1.45K ﹤0.01%
19
-7
868
$1.45K ﹤0.01%
187
-72
869
$1.44K ﹤0.01%
+28
870
$1.44K ﹤0.01%
196
871
$1.43K ﹤0.01%
210
-13
872
$1.43K ﹤0.01%
+35
873
$1.41K ﹤0.01%
+41
874
$1.4K ﹤0.01%
34
875
$1.4K ﹤0.01%
30
-3
33 34
35
36 37