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
1026
$441 ﹤0.01%
+84
1027
$441 ﹤0.01%
23
-254
1028
$440 ﹤0.01%
+24
1029
$438 ﹤0.01%
110
1030
$438 ﹤0.01%
+8
1031
$437 ﹤0.01%
+86
1032
$435 ﹤0.01%
12
-225
1033
$435 ﹤0.01%
3
1034
$425 ﹤0.01%
39
1035
$407 ﹤0.01%
26
-44
1036
$405 ﹤0.01%
20
-15
1037
$404 ﹤0.01%
9
1038
$403 ﹤0.01%
6
-9
1039
$401 ﹤0.01%
+18
1040
$392 ﹤0.01%
+85
1041
$390 ﹤0.01%
+33
1042
$389 ﹤0.01%
30
1043
$384 ﹤0.01%
32
-13
1044
$376 ﹤0.01%
20
-333
1045
$376 ﹤0.01%
3
-27
1046
$374 ﹤0.01%
61
+7
1047
$364 ﹤0.01%
+420
1048
$363 ﹤0.01%
7
-2,938
1049
$362 ﹤0.01%
+67
1050
$356 ﹤0.01%
+90
40 41
42
43 44