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
1176
– –
-674
1177
– –
-220
1178
– –
-167
1179
– –
-66
1180
– –
-3,439
1181
– –
-22
1182
– –
-26
1183
– –
-508
1184
– –
-215
1185
– –
-142
1186
– –
-27
1187
– –
-486
1188
– –
-159
1189
– –
-12
1190
– –
-131
1191
– –
-625
1192
– –
-1,264
1193
– –
-1,500
1194
– –
-345
1195
– –
-66
1196
– –
-7,578
1197
– –
-116
1198
– –
-39
1199
– –
-152
1200
– –
-44
46 47
48
49 50