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
126
$344K 0.05%
+6,779
127
$344K 0.05%
+9,840
128
$341K 0.05%
2,259
-174
129
$324K 0.05%
+3,269
130
$319K 0.05%
+2,312
131
$317K 0.05%
7,259
-4,562
132
$317K 0.05%
1,112
-366
133
$316K 0.04%
+3,840
134
$315K 0.04%
+16,575
135
$312K 0.04%
+1,090
136
$308K 0.04%
+17,346
137
$306K 0.04%
5,795
-60
138
$298K 0.04%
19,000
139
$297K 0.04%
38,964
-4,474
140
$297K 0.04%
+1,789
141
$297K 0.04%
10,205
-16,241
142
$296K 0.04%
1,286
-40
143
$295K 0.04%
3,736
-2,021
144
$294K 0.04%
8,487
-7,355
145
$293K 0.04%
+3,082
146
$287K 0.04%
5,122
-1,708
147
$274K 0.04%
+2,481
148
$273K 0.04%
3,562
+1,825
149
$272K 0.04%
+1,733
150
$270K 0.04%
+3,385
4 5
6
7 8