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
526
$23.6K ﹤0.01%
383
+374
527
$23.5K ﹤0.01%
1,180
-11
528
$23.5K ﹤0.01%
460
-16
529
$23.5K ﹤0.01%
1,405
-50
530
$23.1K ﹤0.01%
848
+357
531
$23K ﹤0.01%
293
532
$23K ﹤0.01%
269
533
$22.9K ﹤0.01%
750
534
$22.9K ﹤0.01%
135
+100
535
$22.6K ﹤0.01%
1,875
-64
536
$22.4K ﹤0.01%
6,000
537
$22.2K ﹤0.01%
1,682
+80
538
$22.1K ﹤0.01%
2,908
+441
539
$22K ﹤0.01%
250
-20
540
$21.9K ﹤0.01%
441
541
$21.9K ﹤0.01%
2,850
542
$21.8K ﹤0.01%
540
543
$21.6K ﹤0.01%
187
+13
544
$21.4K ﹤0.01%
775
545
$21.2K ﹤0.01%
446
546
$21.2K ﹤0.01%
199
-2
547
$21.2K ﹤0.01%
484
548
$20.9K ﹤0.01%
699
549
$20.9K ﹤0.01%
141
-20
550
$20.8K ﹤0.01%
387
-19
20 21
22
23 24