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
276
$127K 0.02%
551
-4
277
$127K 0.02%
2,199
+1
278
$125K 0.02%
3,322
279
$124K 0.02%
930
280
$124K 0.02%
2,872
281
$124K 0.02%
380
+139
282
$123K 0.02%
2,415
+9
283
$123K 0.02%
65
-1
284
$121K 0.02%
2,965
-4,047
285
$121K 0.02%
7,917
+69
286
$119K 0.02%
1,957
-33
287
$116K 0.01%
10,330
+101
288
$116K 0.01%
215,000
+25,000
289
$116K 0.01%
2,490
290
$116K 0.01%
4,729
+230
291
$112K 0.01%
5,180
292
$112K 0.01%
5,629
-48
293
$111K 0.01%
559
-83
294
$111K 0.01%
1,170
+621
295
$109K 0.01%
+2,536
296
$108K 0.01%
3,126
+99
297
$107K 0.01%
801
+10
298
$107K 0.01%
1,948
-15
299
$106K 0.01%
7,828
+25
300
$106K 0.01%
649
10 11
12
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