EW
Evoke Wealth Portfolio holdings
AUM
$4.26B
1-Year Return
15.6%
This Quarter Return
+7.32%
1 Year Return
+15.6%
3 Year Return
+39.07%
5 Year Return
+58.3%
10 Year Return
–
AUM
$2.76B
AUM Growth
+$289M
(+12%)
Cap. Flow
+$169M
Cap. Flow
% of AUM
6.1%
Top 10 Holdings %
Top 10 Hldgs %
53.84%
Holding
1,243
New
14
Increased
149
Reduced
134
Closed
878
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
+$85.1M |
| 2 |
iShares MBS ETF
MBB
|
+$55.4M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$39.5M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$37.5M |
| 5 |
Vanguard Russell 1000 ETF
VONE
|
+$35.2M |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
+$71.3M |
| 2 |
RPAR Risk Parity ETF
RPAR
|
+$59.6M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$29.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$18.2M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$5.71M |
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Financials | 3.75% |
| 3 | Healthcare | 3.23% |
| 4 | Consumer Discretionary | 3.19% |
| 5 | Industrials | 1.42% |
