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
351
$64.4K 0.01%
1,010
352
$63.9K 0.01%
4,091
+230
353
$63.7K 0.01%
799
+21
354
$62.4K 0.01%
180
355
$62.2K 0.01%
2,940
-1
356
$62.2K 0.01%
320
+10
357
$61.6K 0.01%
1,086
+171
358
$61.4K 0.01%
655
-11,218
359
$60.7K 0.01%
656
+304
360
$60.6K 0.01%
2,333
361
$60.3K 0.01%
1,221
+5
362
$60.3K 0.01%
450
363
$59.1K 0.01%
425
+305
364
$57.9K 0.01%
1,988
-475
365
$56.8K 0.01%
1,940
366
$56.5K 0.01%
2,310
+18
367
$56.3K 0.01%
+2,807
368
$56.3K 0.01%
338
+140
369
$56.1K 0.01%
2,538
370
$56K 0.01%
927
+242
371
$55.4K 0.01%
183
+117
372
$55.1K 0.01%
780
373
$55.1K 0.01%
309
374
$54.3K 0.01%
369
+115
375
$53.9K 0.01%
596
+1
13 14
15
16 17