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
901
$1.18K ﹤0.01%
44
+40
902
$1.17K ﹤0.01%
+59
903
$1.17K ﹤0.01%
126
-1,184
904
$1.14K ﹤0.01%
+50
905
$1.14K ﹤0.01%
97
-136
906
$1.14K ﹤0.01%
222
-1,653
907
$1.13K ﹤0.01%
117
-213
908
$1.13K ﹤0.01%
55
-31
909
$1.13K ﹤0.01%
15
-549
910
$1.11K ﹤0.01%
13
-253
911
$1.11K ﹤0.01%
101
-2
912
$1.1K ﹤0.01%
+8
913
$1.1K ﹤0.01%
91
-93
914
$1.09K ﹤0.01%
6
-16
915
$1.09K ﹤0.01%
+198
916
$1.09K ﹤0.01%
7
-12
917
$1.08K ﹤0.01%
19
-215
918
$1.08K ﹤0.01%
44
-31
919
$1.08K ﹤0.01%
215
-2,003
920
$1.07K ﹤0.01%
+56
921
$1.07K ﹤0.01%
44
-59
922
$1.07K ﹤0.01%
10
-124
923
$1.07K ﹤0.01%
+19
924
$1.05K ﹤0.01%
+145
925
$1.04K ﹤0.01%
457
35 36
37
38 39