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
551
$20.7K ﹤0.01%
3,372
-1,932
552
$20.5K ﹤0.01%
264
-12
553
$20.5K ﹤0.01%
1,989
554
$20.5K ﹤0.01%
728
555
$20.5K ﹤0.01%
115
556
$20.2K ﹤0.01%
749
557
$20.1K ﹤0.01%
283
558
$20.1K ﹤0.01%
237
-32,065
559
$20.1K ﹤0.01%
1,088
+474
560
$20.1K ﹤0.01%
270
561
$20K ﹤0.01%
459
562
$19.8K ﹤0.01%
663
563
$19.7K ﹤0.01%
140
-24
564
$19.6K ﹤0.01%
1,000
565
$19.5K ﹤0.01%
155
566
$19K ﹤0.01%
106
+7
567
$18.9K ﹤0.01%
402
568
$18.9K ﹤0.01%
481
569
$18.8K ﹤0.01%
161
570
$18.7K ﹤0.01%
50
571
$18.6K ﹤0.01%
1,651
+1,440
572
$18.5K ﹤0.01%
640
-9,808
573
$18.4K ﹤0.01%
198
-305
574
$18.4K ﹤0.01%
108
575
$18.3K ﹤0.01%
122
21 22
23
24 25