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
676
$11.1K ﹤0.01%
141
-2,169
677
$11K ﹤0.01%
205
678
$11K ﹤0.01%
345
679
$10.8K ﹤0.01%
279
680
$10.8K ﹤0.01%
42
+5
681
$10.8K ﹤0.01%
183
682
$10.8K ﹤0.01%
100
+30
683
$10.7K ﹤0.01%
18
684
$10.7K ﹤0.01%
164
+46
685
$10.6K ﹤0.01%
28
-7
686
$10.6K ﹤0.01%
248
687
$10.6K ﹤0.01%
40
-10
688
$10.5K ﹤0.01%
+600
689
$10.4K ﹤0.01%
+1,396
690
$10.4K ﹤0.01%
142
691
$10.3K ﹤0.01%
117
-32,994
692
$10.3K ﹤0.01%
277
+58
693
$10.2K ﹤0.01%
210
+19
694
$10.2K ﹤0.01%
138
695
$10.2K ﹤0.01%
200
-10
696
$10.1K ﹤0.01%
439
+10
697
$10.1K ﹤0.01%
675
698
$10K ﹤0.01%
177
-1
699
$10K ﹤0.01%
+612
700
$10K ﹤0.01%
98
26 27
28
29 30