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
26
$2.93M 0.37%
+64,850
27
$2.93M 0.37%
21,383
+19,725
28
$2.91M 0.37%
8,921
+123
29
$2.83M 0.36%
19,400
-2,056
30
$2.77M 0.35%
31,633
+43
31
$2.67M 0.34%
17,225
32
$2.63M 0.33%
74,544
+1,352
33
$2.56M 0.33%
58,129
+2,751
34
$2.46M 0.31%
15,117
+10
35
$2.24M 0.28%
28,017
+24,642
36
$2.23M 0.28%
24,180
+4,620
37
$2.19M 0.28%
33,634
-38,291
38
$2.11M 0.27%
34,549
+23,386
39
$1.93M 0.25%
26,023
+838
40
$1.89M 0.24%
67,247
+21,719
41
$1.81M 0.23%
46,911
-10,800
42
$1.81M 0.23%
8,820
+1,054
43
$1.78M 0.23%
9,872
-15
44
$1.64M 0.21%
+52,332
45
$1.63M 0.21%
107,395
+14,119
46
$1.63M 0.21%
54,729
+53,694
47
$1.57M 0.2%
26,509
+25,075
48
$1.54M 0.2%
33,898
49
$1.48M 0.19%
+25,096
50
$1.33M 0.17%
4,451
+647
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2
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