EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
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1202
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1203
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1204
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1205
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1206
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1207
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1208
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1209
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1210
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1211
– –
-1,050
1212
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1213
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1214
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1215
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-296
1216
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1217
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-90
1218
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1219
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1220
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1221
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1222
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1223
– –
-750
1224
– –
-1,626
1225
– –
-3
47 48
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50 51