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
151
$260K 0.04%
4,129
-1,156
152
$259K 0.04%
+33,168
153
$258K 0.04%
+4,200
154
$257K 0.04%
2,584
+702
155
$254K 0.04%
52,345
156
$252K 0.04%
+3,600
157
$250K 0.04%
19,500
158
$248K 0.04%
1,706
-19,677
159
$242K 0.03%
61,640
160
$242K 0.03%
+936
161
$240K 0.03%
+8,900
162
$238K 0.03%
+2,083
163
$234K 0.03%
2,320
-239
164
$232K 0.03%
+9,630
165
$230K 0.03%
7,886
-40
166
$228K 0.03%
+7,935
167
$228K 0.03%
6,533
-2,309
168
$227K 0.03%
+4,077
169
$225K 0.03%
2,544
-73
170
$225K 0.03%
18,000
171
$220K 0.03%
2,195
-47
172
$218K 0.03%
10,494
+6,644
173
$215K 0.03%
488
-46
174
$213K 0.03%
7,431
-4,684
175
$213K 0.03%
33,350
5 6
7
8 9