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
701
$9.96K ﹤0.01%
354
-60
702
$9.95K ﹤0.01%
71
703
$9.94K ﹤0.01%
297
704
$9.93K ﹤0.01%
309
705
$9.91K ﹤0.01%
87
706
$9.88K ﹤0.01%
104
+3
707
$9.87K ﹤0.01%
90
708
$9.85K ﹤0.01%
176
709
$9.77K ﹤0.01%
61
710
$9.74K ﹤0.01%
200
711
$9.72K ﹤0.01%
700
+20
712
$9.68K ﹤0.01%
294
713
$9.64K ﹤0.01%
156
714
$9.61K ﹤0.01%
495
+60
715
$9.56K ﹤0.01%
359
-206
716
$9.55K ﹤0.01%
120
+9
717
$9.54K ﹤0.01%
47
+4
718
$9.54K ﹤0.01%
146
+15
719
$9.45K ﹤0.01%
60
720
$9.43K ﹤0.01%
458
721
$9.35K ﹤0.01%
180
-9
722
$9.31K ﹤0.01%
159
+117
723
$9.29K ﹤0.01%
131
724
$9.28K ﹤0.01%
93
+17
725
$9.22K ﹤0.01%
86
27 28
29
30 31