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
201
$168K 0.02%
1,258
-657
202
$166K 0.02%
+1,440
203
$164K 0.02%
1,782
-1,251
204
$164K 0.02%
6,985
-2,589
205
$160K 0.02%
1,709
-750
206
$159K 0.02%
+10,118
207
$158K 0.02%
13,955
+144
208
$158K 0.02%
4,979
-659
209
$156K 0.02%
+4,780
210
$154K 0.02%
3,404
-111
211
$154K 0.02%
1,136
-2
212
$153K 0.02%
3,880
-1,698
213
$150K 0.02%
+1,620
214
$147K 0.02%
1,715
+1,685
215
$142K 0.02%
7,467
+4,660
216
$141K 0.02%
1,576
-61
217
$141K 0.02%
+3,370
218
$140K 0.02%
3,300
219
$140K 0.02%
3,706
-16
220
$140K 0.02%
1,623
-1,595
221
$139K 0.02%
1,071
-167
222
$138K 0.02%
+113,500
223
$137K 0.02%
+6,565
224
$136K 0.02%
5,077
-1,400
225
$134K 0.02%
+3,256
7 8
9
10 11