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
1101
$117 ﹤0.01%
13
-375
1102
$116 ﹤0.01%
2
1103
$113 ﹤0.01%
14
1104
$109 ﹤0.01%
+54
1105
$105 ﹤0.01%
23
-11,710
1106
$90 ﹤0.01%
4
-27
1107
$89 ﹤0.01%
39
-370
1108
$79 ﹤0.01%
15
-34
1109
$78 ﹤0.01%
+4
1110
$76 ﹤0.01%
8
-5
1111
$75 ﹤0.01%
3
1112
$74 ﹤0.01%
27
-22
1113
$57 ﹤0.01%
1
-100
1114
$42 ﹤0.01%
21
1115
$39 ﹤0.01%
+1
1116
$35 ﹤0.01%
+30
1117
$29 ﹤0.01%
+7
1118
$19 ﹤0.01%
1
-7
1119
$17 ﹤0.01%
2
-75
1120
$13 ﹤0.01%
8
1121
$8 ﹤0.01%
1
1122
– –
0
1123
$3 ﹤0.01%
8
-501
1124
$3 ﹤0.01%
7
1125
– –
0
43 44
45
46 47