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
376
$53.3K 0.01%
1,239
377
$53.2K 0.01%
2,243
-9
378
$53.2K 0.01%
962
-1,183
379
$53K 0.01%
723
380
$52.7K 0.01%
+3,174
381
$52.7K 0.01%
697
+602
382
$51.6K 0.01%
1,141
-13
383
$51.5K 0.01%
184
+167
384
$51.4K 0.01%
1,154
-161
385
$51.3K 0.01%
1,755
+1,080
386
$51.1K 0.01%
353
387
$50.8K 0.01%
3,181
+158
388
$50.6K 0.01%
456
-36
389
$50.5K 0.01%
2,563
-1,896
390
$50.1K 0.01%
6,763
+7
391
$50K 0.01%
+2,800
392
$50K 0.01%
1,354
-657
393
$49.6K 0.01%
881
394
$49.5K 0.01%
917
-39
395
$49.2K 0.01%
7,500
-96
396
$49.1K 0.01%
2,096
-39
397
$49K 0.01%
332
+29
398
$48.8K 0.01%
41
-2
399
$48.2K 0.01%
679
400
$48.2K 0.01%
208
+200
14 15
16
17 18