EW
Evoke Wealth Portfolio holdings
AUM
$4.26B
This Quarter Return
+3.11%
1 Year Return
+15.6%
3 Year Return
+39.07%
5 Year Return
+58.3%
10 Year Return
–
AUM
$2.88B
AUM Growth
+$2.88B
(+5.1%)
Cap. Flow
-$367M
Cap. Flow
% of AUM
-12.76%
Top 10 Holdings %
Top 10 Hldgs %
56.66%
Holding
383
New
34
Increased
155
Reduced
96
Closed
20
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$16.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$11.6M |
| 3 |
Marriott Vacations Worldwide
VAC
|
$9.29M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$7.8M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.96M |
Top Sells
| 1 |
Visa
V
|
$70.8M |
| 2 |
Apple
AAPL
|
$66.6M |
| 3 |
Blackrock
BLK
|
$64.6M |
| 4 |
McDonald's
MCD
|
$38.8M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$30.3M |
Sector Composition
| 1 | Technology | 4.94% |
| 2 | Consumer Discretionary | 3.5% |
| 3 | Financials | 2.34% |
| 4 | Healthcare | 2.2% |
| 5 | Communication Services | 1.52% |
