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
176
$212K 0.03%
1,604
+5
177
$208K 0.03%
14,567
-461
178
$207K 0.03%
2,418
-320
179
$207K 0.03%
+19,235
180
$204K 0.03%
17,000
181
$204K 0.03%
10,453
182
$202K 0.03%
14,308
183
$202K 0.03%
11,018
+40
184
$201K 0.03%
14,624
+8,995
185
$199K 0.03%
+2,240
186
$198K 0.03%
4,139
-616
187
$196K 0.03%
+6,754
188
$194K 0.03%
4,873
-922
189
$189K 0.03%
5,556
-168
190
$188K 0.03%
1,205
-62
191
$187K 0.03%
+1,420
192
$187K 0.03%
3,136
-129
193
$182K 0.03%
1,315
-789
194
$182K 0.03%
11,519
-10,508
195
$180K 0.03%
27,360
-3,280
196
$180K 0.03%
15,063
-14,064
197
$179K 0.03%
1,683
-868
198
$173K 0.02%
974
-1,004
199
$171K 0.02%
1,195
-160
200
$169K 0.02%
5,020
-91
6 7
8
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