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
326
$81.8K 0.01%
4,723
-14
327
$80.7K 0.01%
11,733
328
$80.5K 0.01%
752
+120
329
$77.2K 0.01%
1,012
+756
330
$75.8K 0.01%
364
-92
331
$74.8K 0.01%
3,652
332
$74.3K 0.01%
513
+510
333
$73.2K 0.01%
564
334
$73K 0.01%
1,143
335
$71.9K 0.01%
379
336
$71.4K 0.01%
7,681
+230
337
$70.2K 0.01%
3,733
338
$69.7K 0.01%
1,615
339
$69.4K 0.01%
230
+3
340
$68.9K 0.01%
747
+615
341
$67.5K 0.01%
320
+1
342
$67.2K 0.01%
1,377
+3
343
$67K 0.01%
+984
344
$66.8K 0.01%
+784
345
$66K 0.01%
2,611
346
$66K 0.01%
1,688
+82
347
$65.6K 0.01%
+997
348
$65.6K 0.01%
1,572
349
$65.4K 0.01%
1,143
+152
350
$65.1K 0.01%
2,940
12 13
14
15 16