EW
Evoke Wealth Portfolio holdings
AUM
$5.2B
1-Year Est. Return
24.19%
This Fund
S&P 500
1 Year Est. Return
+24.19%
AUM
$787M
AUM Growth
-$26M
(-3.2%)
Holding
1,563
Top Buys
| 1 | +$6.95B | |
| 2 | +$294M | |
| 3 | +$32.1M | |
| 4 |
iShares Gold Trust
IAU
|
+$22.2M |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$18.3M |
Top Sells
| 1 | +$89.1M | |
| 2 | +$54.6M | |
| 3 | +$36.5M | |
| 4 |
SPDR Gold Trust
GLD
|
+$17.4M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$14.2M |
Sector Composition
| 1 | Financials | 9.35% |
| 2 | Real Estate | 6.4% |
| 3 | Healthcare | 5.91% |
| 4 | Technology | 5.39% |
| 5 | Energy | 3.82% |