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
251
$149K 0.02%
1,164
+669
252
$147K 0.02%
1,077
253
$146K 0.02%
2,109
+2,025
254
$146K 0.02%
6,477
+329
255
$144K 0.02%
4,214
-86
256
$144K 0.02%
3,989
-14
257
$142K 0.02%
3,060
-7
258
$142K 0.02%
950
+298
259
$141K 0.02%
1,504
+3
260
$141K 0.02%
11,272
261
$141K 0.02%
3,850
-1,663
262
$140K 0.02%
1,556
263
$140K 0.02%
1,714
-181
264
$140K 0.02%
2,442
+10
265
$139K 0.02%
2,215
-43,006
266
$139K 0.02%
2,366
-295
267
$134K 0.02%
+4,075
268
$133K 0.02%
1,189
+293
269
$132K 0.02%
1,031
+288
270
$131K 0.02%
3,194
271
$131K 0.02%
762
+258
272
$131K 0.02%
440
-747
273
$130K 0.02%
1,354
-174
274
$129K 0.02%
3,439
+52
275
$129K 0.02%
513
+114
9 10
11
12 13