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
626
$14.6K ﹤0.01%
227
627
$14.4K ﹤0.01%
69
628
$14.4K ﹤0.01%
329
+25
629
$14.3K ﹤0.01%
353
-30
630
$14.3K ﹤0.01%
228
+44
631
$14.3K ﹤0.01%
260
+1
632
$14.3K ﹤0.01%
213
-11
633
$14.2K ﹤0.01%
150
-23
634
$14.2K ﹤0.01%
128
+12
635
$14.2K ﹤0.01%
634
636
$13.9K ﹤0.01%
142
-14
637
$13.8K ﹤0.01%
87
638
$13.7K ﹤0.01%
223
639
$13.6K ﹤0.01%
166
640
$13.5K ﹤0.01%
173
-2,545
641
$13.5K ﹤0.01%
302
+3
642
$13.5K ﹤0.01%
38
643
$13.4K ﹤0.01%
168
644
$13.4K ﹤0.01%
116
645
$13.4K ﹤0.01%
2,404
-52
646
$13.4K ﹤0.01%
422
+32
647
$13.4K ﹤0.01%
331
648
$13.3K ﹤0.01%
292
649
$13.2K ﹤0.01%
190
+12
650
$13.1K ﹤0.01%
154
+98
24 25
26
27 28