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
926
$1K ﹤0.01%
20
927
$998 ﹤0.01%
3
-25
928
$987 ﹤0.01%
11
-18
929
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27
-527
930
$977 ﹤0.01%
15
-45
931
$976 ﹤0.01%
68
932
$970 ﹤0.01%
+191
933
$963 ﹤0.01%
119
-2
934
$960 ﹤0.01%
+70
935
$950 ﹤0.01%
10
-1
936
$948 ﹤0.01%
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937
$934 ﹤0.01%
55
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938
$924 ﹤0.01%
22
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939
$923 ﹤0.01%
9
-17
940
$921 ﹤0.01%
29
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941
$914 ﹤0.01%
19
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942
$904 ﹤0.01%
38
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943
$903 ﹤0.01%
24
+22
944
$898 ﹤0.01%
83
-98
945
$888 ﹤0.01%
15
-14
946
$884 ﹤0.01%
+128
947
$875 ﹤0.01%
8
-127
948
$875 ﹤0.01%
52
-55
949
$874 ﹤0.01%
27
-13
950
$868 ﹤0.01%
168
-111
36 37
38
39 40