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
$787M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$24.5M
3
+$22.7M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$13.9M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$9.24M

Top Sells

1
+$89.1M
2
+$54.6M
3
+$36.5M
4
GLD icon
SPDR Gold Trust
GLD
+$17.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$14.2M

Sector Composition

1 Financials 9.35%
2 Real Estate 6.4%
3 Healthcare 5.91%
4 Technology 5.39%
5 Energy 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$177K 0.02%
13,811
+142
227
$177K 0.02%
2,945
+4
228
$176K 0.02%
+4,365
229
$176K 0.02%
2,710
+95
230
$176K 0.02%
1,096
-7
231
$174K 0.02%
5,494
+4,372
232
$173K 0.02%
502
233
$172K 0.02%
989
+4
234
$172K 0.02%
1,617
235
$166K 0.02%
5,441
-1
236
$165K 0.02%
1,052
+44
237
$165K 0.02%
774
+500
238
$163K 0.02%
6,771
+4,930
239
$163K 0.02%
1,737
240
$160K 0.02%
1,053
241
$158K 0.02%
1,138
-22
242
$155K 0.02%
974
+341
243
$153K 0.02%
3,515
-39
244
$153K 0.02%
4,044
-830
245
$153K 0.02%
3,723
-45
246
$152K 0.02%
4,880
247
$151K 0.02%
2,778
248
$151K 0.02%
1,088
-7
249
$150K 0.02%
928
+34
250
$150K 0.02%
4,127
+16
8 9
10
11 12