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
876
$1.39K ﹤0.01%
90
-215
877
$1.38K ﹤0.01%
22
+1
878
$1.38K ﹤0.01%
135
+81
879
$1.38K ﹤0.01%
+31
880
$1.37K ﹤0.01%
18
-2
881
$1.37K ﹤0.01%
58
-878
882
$1.37K ﹤0.01%
109
+62
883
$1.36K ﹤0.01%
+189
884
$1.34K ﹤0.01%
32
-478
885
$1.34K ﹤0.01%
368
+320
886
$1.32K ﹤0.01%
22
-90
887
$1.32K ﹤0.01%
29
888
$1.3K ﹤0.01%
20
-74
889
$1.3K ﹤0.01%
+137
890
$1.28K ﹤0.01%
68
-151
891
$1.27K ﹤0.01%
+42
892
$1.27K ﹤0.01%
22
-95
893
$1.27K ﹤0.01%
+55
894
$1.26K ﹤0.01%
179
+146
895
$1.25K ﹤0.01%
19
-91
896
$1.25K ﹤0.01%
17
-37
897
$1.25K ﹤0.01%
+230
898
$1.21K ﹤0.01%
+376
899
$1.2K ﹤0.01%
+38
900
$1.19K ﹤0.01%
11
-37
34 35
36
37 38