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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
1301
– –
-98
1302
– –
-3,275
1303
– –
-17
1304
– –
-2,400
1305
– –
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1306
– –
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1307
– –
-441
1308
– –
-132
1309
– –
-881
1310
– –
-219
1311
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-247
1312
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1313
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-368
1314
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-699
1315
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-46
1316
– –
-675
1317
– –
-319
1318
– –
-45
1319
– –
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1320
– –
-4,075
1321
– –
-69
1322
– –
-9
1323
– –
-294
1324
– –
-16,317
1325
– –
-816
51 52
53
54 55