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
576
$18.3K ﹤0.01%
904
-19
577
$18.2K ﹤0.01%
213
+6
578
$18.2K ﹤0.01%
335
579
$18.1K ﹤0.01%
423
580
$18.1K ﹤0.01%
1,157
581
$18K ﹤0.01%
825
582
$18K ﹤0.01%
293
-50
583
$18K ﹤0.01%
248
+12
584
$17.9K ﹤0.01%
551
-43
585
$17.8K ﹤0.01%
301
-21
586
$17.6K ﹤0.01%
332
-15
587
$17.6K ﹤0.01%
320
588
$17.5K ﹤0.01%
90
589
$17.5K ﹤0.01%
366
+128
590
$17.4K ﹤0.01%
131
-20
591
$17.3K ﹤0.01%
340
-820
592
$17.3K ﹤0.01%
145
+12
593
$17.3K ﹤0.01%
114
+12
594
$17.2K ﹤0.01%
234
+195
595
$17.1K ﹤0.01%
380
596
$16.9K ﹤0.01%
110
-9
597
$16.8K ﹤0.01%
201
-25
598
$16.8K ﹤0.01%
134
+73
599
$16.6K ﹤0.01%
49
600
$16.6K ﹤0.01%
240
22 23
24
25 26