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
601
$16.5K ﹤0.01%
106
+4
602
$16.5K ﹤0.01%
143
603
$16.5K ﹤0.01%
1,310
-10
604
$16.5K ﹤0.01%
244
605
$16.4K ﹤0.01%
231
606
$16.3K ﹤0.01%
527
-39
607
$16.2K ﹤0.01%
270
+12
608
$16.2K ﹤0.01%
409
+134
609
$16.2K ﹤0.01%
332
-10
610
$16.1K ﹤0.01%
197
+34
611
$16.1K ﹤0.01%
102
612
$16.1K ﹤0.01%
345
613
$15.9K ﹤0.01%
175
614
$15.9K ﹤0.01%
+474
615
$15.6K ﹤0.01%
2,252
616
$15.6K ﹤0.01%
323
-13
617
$15.5K ﹤0.01%
158
-5
618
$15.4K ﹤0.01%
142
+38
619
$15.3K ﹤0.01%
108
-1,270
620
$15.3K ﹤0.01%
520
+60
621
$15.1K ﹤0.01%
123
+12
622
$14.9K ﹤0.01%
+245
623
$14.8K ﹤0.01%
146
624
$14.8K ﹤0.01%
745
625
$14.7K ﹤0.01%
540
+64
23 24
25
26 27