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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
+$112M
2
+$86.4M
3
+$60.2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$39.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.6M

Top Sells

1
+$6.8B
2
+$301M
3
+$29.9M
4
UNH icon
UnitedHealth
UNH
+$20.7M
5
IAU icon
iShares Gold Trust
IAU
+$19.5M

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
1201
– –
-26
1202
– –
-90
1203
– –
-270
1204
– –
-269
1205
– –
-309
1206
– –
-563
1207
– –
-293
1208
– –
-398
1209
– –
-750
1210
– –
-1,626
1211
– –
-3
1212
– –
-27
1213
– –
-384
1214
– –
-3,472
1215
– –
-293
1216
– –
-24
1217
– –
-2,800
1218
– –
-80
1219
– –
-270
1220
– –
-380
1221
– –
-146
1222
– –
-166
1223
– –
-36
1224
– –
-40
1225
– –
-331
47 48
49
50 51