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
76
$675K 0.1%
9,535
+54
77
$668K 0.1%
+56,030
78
$656K 0.09%
9,703
-484
79
$630K 0.09%
17,699
-2,851
80
$626K 0.09%
+4,156
81
$612K 0.09%
+9,741
82
$606K 0.09%
2,704
-71
83
$604K 0.09%
22,195
+21,829
84
$598K 0.09%
15,205
-7,844
85
$596K 0.08%
19,234
-10,289
86
$592K 0.08%
43,143
-692
87
$577K 0.08%
4,729
-1,136
88
$572K 0.08%
+4,653
89
$553K 0.08%
8,992
+4
90
$550K 0.08%
10,242
-4,950
91
$548K 0.08%
12,416
-2,165
92
$541K 0.08%
32,036
-10,967
93
$534K 0.08%
3,184
-6,565
94
$528K 0.08%
8,772
-3,552
95
$518K 0.07%
+2,445
96
$516K 0.07%
+9,648
97
$512K 0.07%
1,938
-642
98
$511K 0.07%
287,018
+100,000
99
$490K 0.07%
13,050
+1,010
100
$488K 0.07%
22,152
-19,439
2 3
4
5 6