We are live on ! Find out more
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
1226
– –
-198
1227
– –
-223
1228
– –
-835
1229
– –
-632
1230
– –
-204
1231
– –
-68
1232
– –
-163
1233
– –
-64,850
1234
– –
-75
1235
– –
-33
1236
– –
-10
1237
– –
-87
1238
– –
-14,544
1239
– –
-4,365
1240
– –
-40
1241
– –
-262
1242
– –
-843
1243
– –
-2,225
1244
– –
-88
1245
– –
-810
1246
– –
-600
1247
– –
-33
1248
– –
-75
1249
– –
-564
1250
– –
-12
48 49
50
51 52