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
501
$26.8K ﹤0.01%
596
502
$26.6K ﹤0.01%
368
503
$26.5K ﹤0.01%
484
+392
504
$26.3K ﹤0.01%
255
-29,200
505
$26.3K ﹤0.01%
449
+31
506
$26.1K ﹤0.01%
1,453
-418
507
$26.1K ﹤0.01%
236
+31
508
$26.1K ﹤0.01%
128
+2
509
$26K ﹤0.01%
540
510
$25.8K ﹤0.01%
662
511
$25.8K ﹤0.01%
155
512
$25.6K ﹤0.01%
293
+23
513
$25.5K ﹤0.01%
843
514
$25.4K ﹤0.01%
342
515
$25.4K ﹤0.01%
632
516
$25K ﹤0.01%
333
517
$25K ﹤0.01%
264
+15
518
$24.8K ﹤0.01%
516
-2
519
$24.7K ﹤0.01%
976
520
$24.5K ﹤0.01%
674
+52
521
$24.4K ﹤0.01%
354
522
$24.2K ﹤0.01%
477
-18
523
$24.2K ﹤0.01%
702
524
$24K ﹤0.01%
680
+39
525
$23.9K ﹤0.01%
1,692
+935
19 20
21
22 23