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
951
$842 ﹤0.01%
35
+15
952
$841 ﹤0.01%
95
+3
953
$841 ﹤0.01%
+54
954
$840 ﹤0.01%
17
-87
955
$839 ﹤0.01%
+26
956
$837 ﹤0.01%
11
-322
957
$831 ﹤0.01%
41
-36
958
$830 ﹤0.01%
+38
959
$829 ﹤0.01%
11
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960
$827 ﹤0.01%
12
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961
$825 ﹤0.01%
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962
$822 ﹤0.01%
119
-2,846
963
$816 ﹤0.01%
+30
964
$789 ﹤0.01%
38
+2
965
$783 ﹤0.01%
16
-12
966
$781 ﹤0.01%
346
-111
967
$777 ﹤0.01%
+110
968
$757 ﹤0.01%
+85
969
$754 ﹤0.01%
147
-1,010
970
$753 ﹤0.01%
+103
971
$741 ﹤0.01%
9
-51
972
$740 ﹤0.01%
98
-362
973
$733 ﹤0.01%
17
-64
974
$727 ﹤0.01%
18
+7
975
$727 ﹤0.01%
7
-1
37 38
39
40 41