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
1076
$261 ﹤0.01%
5
-1,138
1077
$258 ﹤0.01%
+10
1078
$253 ﹤0.01%
5
-4
1079
$239 ﹤0.01%
16
-28
1080
$232 ﹤0.01%
+137
1081
$231 ﹤0.01%
+113
1082
$226 ﹤0.01%
3
-33
1083
$223 ﹤0.01%
144
1084
$215 ﹤0.01%
+22
1085
$213 ﹤0.01%
25
1086
$206 ﹤0.01%
200
1087
$202 ﹤0.01%
38
-165
1088
$197 ﹤0.01%
25
-37
1089
$176 ﹤0.01%
+96
1090
$162 ﹤0.01%
+18
1091
$159 ﹤0.01%
1
1092
$152 ﹤0.01%
+8
1093
$149 ﹤0.01%
5
-6
1094
$147 ﹤0.01%
12
1095
$145 ﹤0.01%
16
1096
$136 ﹤0.01%
7
-1,359
1097
$135 ﹤0.01%
5
1098
$129 ﹤0.01%
12
+5
1099
$121 ﹤0.01%
25
1100
$117 ﹤0.01%
37
-114
42 43
44
45 46