EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
1426
– –
-831
1427
– –
-387
1428
– –
-38
1429
– –
-3,652
1430
– –
-173
1431
– –
-1,239
1432
– –
-634
1433
– –
-183
1434
– –
-96
1435
– –
-44
1436
– –
-24,973
1437
– –
-8,125
1438
– –
-219
1439
– –
-1,651
1440
– –
-459
1441
– –
-88
1442
– –
-7
1443
– –
-138
1444
– –
-723
1445
– –
-100
1446
– –
-5
54 55 56 57
58