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
476
$31.3K ﹤0.01%
348
+186
477
$31.1K ﹤0.01%
76
+29
478
$31K ﹤0.01%
469
479
$31K ﹤0.01%
293
-514
480
$30.9K ﹤0.01%
816
+137
481
$30.7K ﹤0.01%
198
482
$30.5K ﹤0.01%
510
483
$30.5K ﹤0.01%
1,193
-76
484
$30.5K ﹤0.01%
665
+107
485
$30K ﹤0.01%
319
486
$29.8K ﹤0.01%
564
487
$29.8K ﹤0.01%
391
+173
488
$29.6K ﹤0.01%
341
489
$29.5K ﹤0.01%
843
490
$29.5K ﹤0.01%
8,912
-13
491
$29.5K ﹤0.01%
1,000
492
$29.2K ﹤0.01%
614
493
$29K ﹤0.01%
271
494
$29K ﹤0.01%
1,000
495
$29K ﹤0.01%
122
-3
496
$28.8K ﹤0.01%
1,175
497
$28.5K ﹤0.01%
841
+233
498
$28K ﹤0.01%
6,660
499
$27.9K ﹤0.01%
1,095
500
$27.9K ﹤0.01%
550
18 19
20
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