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
101
$487K 0.07%
2,606
-626
102
$480K 0.07%
10,757
-7,351
103
$476K 0.07%
32,260
-8,141
104
$463K 0.07%
+24,052
105
$449K 0.06%
36,524
-18,915
106
$449K 0.06%
3,118
-11,999
107
$449K 0.06%
+3,212
108
$428K 0.06%
4,468
-796
109
$419K 0.06%
11,025
-624
110
$419K 0.06%
2,067
-753
111
$417K 0.06%
5,776
-3,491
112
$414K 0.06%
+18,100
113
$413K 0.06%
61,194
-4,928
114
$404K 0.06%
2,505
-3,726
115
$401K 0.06%
6,097
-720
116
$392K 0.06%
5,305
-2,862
117
$392K 0.06%
4,811
-164
118
$390K 0.06%
+3,380
119
$379K 0.05%
+3,199
120
$379K 0.05%
58,704
121
$377K 0.05%
6,348
-561
122
$370K 0.05%
+4,178
123
$360K 0.05%
3,690
-246
124
$360K 0.05%
1,130
-254
125
$357K 0.05%
4,685
-3,229
3 4
5
6 7