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
1001
$582 ﹤0.01%
+198
1002
$575 ﹤0.01%
+20
1003
$575 ﹤0.01%
+19
1004
$572 ﹤0.01%
12
1005
$569 ﹤0.01%
+7
1006
$565 ﹤0.01%
+131
1007
$562 ﹤0.01%
+239
1008
$553 ﹤0.01%
31
1009
$545 ﹤0.01%
+21
1010
$540 ﹤0.01%
71
-3
1011
$536 ﹤0.01%
6
-20
1012
$531 ﹤0.01%
74
-14
1013
$522 ﹤0.01%
9
1014
$516 ﹤0.01%
75
-4,654
1015
$509 ﹤0.01%
23
+1
1016
$507 ﹤0.01%
16
-603
1017
$492 ﹤0.01%
24
-17
1018
$487 ﹤0.01%
22
+13
1019
$475 ﹤0.01%
+129
1020
$469 ﹤0.01%
+14
1021
$466 ﹤0.01%
+40
1022
$460 ﹤0.01%
+16
1023
$456 ﹤0.01%
+164
1024
$446 ﹤0.01%
27
-13,865
1025
$444 ﹤0.01%
20
-33
39 40
41
42 43