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
401
$48.1K 0.01%
680
-23
402
$47.9K 0.01%
646
403
$47.3K 0.01%
1,686
+84
404
$47.3K 0.01%
2,920
+1
405
$47.1K 0.01%
1,824
406
$47K 0.01%
1,050
407
$46.6K 0.01%
96
-1
408
$46.3K 0.01%
4,268
+2,861
409
$46.1K 0.01%
3,372
410
$45.8K 0.01%
2,225
411
$45.4K 0.01%
+3,000
412
$45.4K 0.01%
2,703
413
$45.1K 0.01%
+2,620
414
$44.9K 0.01%
668
415
$44.6K 0.01%
890
416
$44.5K 0.01%
1,485
417
$44.4K 0.01%
+1,500
418
$44.3K 0.01%
1,366
+376
419
$44.3K 0.01%
1,626
+78
420
$44.3K 0.01%
1,767
+256
421
$44.1K 0.01%
3,340
422
$43.7K 0.01%
222
-18
423
$43.4K 0.01%
631
+135
424
$43.4K 0.01%
266
425
$42.9K 0.01%
157
+6
15 16
17
18 19