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
1051
$351 ﹤0.01%
9
-11
1052
$351 ﹤0.01%
2
-23
1053
$345 ﹤0.01%
+23
1054
$335 ﹤0.01%
+38
1055
$329 ﹤0.01%
9
-63
1056
$326 ﹤0.01%
+44
1057
$320 ﹤0.01%
3
-16
1058
$319 ﹤0.01%
91
+37
1059
$312 ﹤0.01%
9
-177
1060
$304 ﹤0.01%
19
-6
1061
$297 ﹤0.01%
104
+79
1062
$295 ﹤0.01%
+18
1063
$295 ﹤0.01%
8
1064
$291 ﹤0.01%
8
-1,078
1065
$291 ﹤0.01%
6
-1,004
1066
$289 ﹤0.01%
+6
1067
$287 ﹤0.01%
31
-115
1068
$280 ﹤0.01%
3
-7
1069
$279 ﹤0.01%
+15
1070
$278 ﹤0.01%
5
1071
$276 ﹤0.01%
30
-175
1072
$274 ﹤0.01%
+34
1073
$272 ﹤0.01%
6
-3,351
1074
$270 ﹤0.01%
47
1075
$264 ﹤0.01%
+10
41 42
43
44 45