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
426
$42.7K 0.01%
3,140
-105
427
$42.3K 0.01%
524
428
$42.1K 0.01%
418
+196
429
$42K 0.01%
197
-3
430
$41.7K 0.01%
286
+8
431
$41.6K 0.01%
1,676
-40
432
$41K 0.01%
195
+1
433
$41K 0.01%
661
-3,750
434
$40.8K 0.01%
304
+200
435
$40.5K 0.01%
1,274
436
$39.5K 0.01%
1,522
437
$39.4K 0.01%
687
438
$39.4K 0.01%
3,472
439
$38.8K ﹤0.01%
486
440
$38.5K ﹤0.01%
2,218
+291
441
$37.9K ﹤0.01%
554
+54
442
$37.9K ﹤0.01%
1,107
443
$37.2K ﹤0.01%
540
-220
444
$37.1K ﹤0.01%
101
+1
445
$36.7K ﹤0.01%
141
446
$36.6K ﹤0.01%
342
447
$36.4K ﹤0.01%
478
448
$36.3K ﹤0.01%
344
+256
449
$36K ﹤0.01%
4,228
450
$34.9K ﹤0.01%
759
16 17
18
19 20