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
451
$34.8K ﹤0.01%
619
-1
452
$34.6K ﹤0.01%
181
453
$34.6K ﹤0.01%
163
-15
454
$34.6K ﹤0.01%
1,091
455
$34.6K ﹤0.01%
831
456
$34.5K ﹤0.01%
270
-49
457
$34.4K ﹤0.01%
2,400
458
$34.4K ﹤0.01%
936
+526
459
$34.4K ﹤0.01%
116
-10
460
$34.3K ﹤0.01%
384
+193
461
$34.1K ﹤0.01%
3,275
+1,175
462
$34.1K ﹤0.01%
1,798
+6
463
$33.9K ﹤0.01%
1,404
+30
464
$33.8K ﹤0.01%
185
-2
465
$33.6K ﹤0.01%
449
466
$33.6K ﹤0.01%
1,264
-590
467
$33.4K ﹤0.01%
1,126
468
$32.9K ﹤0.01%
581
-8
469
$32.7K ﹤0.01%
1,260
470
$32.6K ﹤0.01%
534
+1
471
$32.5K ﹤0.01%
625
472
$32.2K ﹤0.01%
534
+144
473
$32.1K ﹤0.01%
387
474
$31.6K ﹤0.01%
835
-44
475
$31.3K ﹤0.01%
197
17 18
19
20 21