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
1276
– –
-24,973
1277
– –
-8,125
1278
– –
-219
1279
– –
-1,651
1280
– –
-459
1281
– –
-88
1282
– –
-50
1283
– –
-138
1284
– –
-723
1285
– –
-100
1286
– –
-5
1287
– –
-200
1288
– –
-64
1289
– –
-1,485
1290
– –
-927
1291
– –
-513
1292
– –
-103
1293
– –
-9
1294
– –
-101
1295
– –
-43
1296
– –
-66
1297
– –
-27
1298
– –
-121
1299
– –
-37
1300
– –
-59
50 51
52
53 54