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
1326
– –
-680
1327
– –
-283
1328
– –
-25
1329
– –
-293
1330
– –
-38
1331
– –
-95
1332
– –
-478
1333
– –
-575
1334
– –
-174
1335
– –
-141
1336
– –
-65
1337
– –
-210
1338
– –
-2,908
1339
– –
-409
1340
– –
-55
1341
– –
-319
1342
– –
-843
1343
– –
-73
1344
– –
-54
1345
– –
-74
1346
– –
-120
1347
– –
-3,840
1348
– –
-37,450
1349
– –
-280
1350
– –
-22
52 53
54
55 56