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
651
$13.1K ﹤0.01%
186
+166
652
$12.6K ﹤0.01%
454
653
$12.6K ﹤0.01%
280
+146
654
$12.5K ﹤0.01%
384
655
$12.5K ﹤0.01%
721
+20
656
$12.5K ﹤0.01%
172
-6
657
$12.4K ﹤0.01%
156
658
$12.3K ﹤0.01%
326
+119
659
$12.3K ﹤0.01%
508
+194
660
$12.2K ﹤0.01%
207
+3
661
$12.2K ﹤0.01%
66
662
$12.1K ﹤0.01%
+535
663
$12K ﹤0.01%
40
-4
664
$11.9K ﹤0.01%
189
+15
665
$11.9K ﹤0.01%
58
666
$11.6K ﹤0.01%
116
-2
667
$11.5K ﹤0.01%
609
+109
668
$11.4K ﹤0.01%
239
+1
669
$11.4K ﹤0.01%
437
-19
670
$11.3K ﹤0.01%
113
671
$11.3K ﹤0.01%
315
+126
672
$11.3K ﹤0.01%
65
+2
673
$11.3K ﹤0.01%
300
674
$11.3K ﹤0.01%
1,000
675
$11.1K ﹤0.01%
130
+115
25 26
27
28 29