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
976
$725 ﹤0.01%
233
+225
977
$725 ﹤0.01%
55
-135
978
$725 ﹤0.01%
129
+63
979
$719 ﹤0.01%
66
-782
980
$715 ﹤0.01%
31
-631
981
$707 ﹤0.01%
54
982
$697 ﹤0.01%
+24
983
$696 ﹤0.01%
2
-74
984
$694 ﹤0.01%
+28
985
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98
+1
986
$692 ﹤0.01%
41
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987
$689 ﹤0.01%
38
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988
$683 ﹤0.01%
24
+21
989
$677 ﹤0.01%
+27
990
$665 ﹤0.01%
24
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991
$663 ﹤0.01%
41
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992
$654 ﹤0.01%
50
-250
993
$626 ﹤0.01%
30
-1
994
$620 ﹤0.01%
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-22
995
$608 ﹤0.01%
48
-32
996
$606 ﹤0.01%
41
-106
997
$605 ﹤0.01%
42
-83
998
$597 ﹤0.01%
6
-27
999
$588 ﹤0.01%
112
-4
1000
$586 ﹤0.01%
77
+19
38 39
40
41 42