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
51
$1.32M 0.17%
43,618
+4,119
52
$1.23M 0.16%
41,591
+1,882
53
$1.22M 0.16%
29,127
-50,485
54
$1.22M 0.15%
9,758
-1,714
55
$1.21M 0.15%
41,873
+4,073
56
$1.21M 0.15%
84,109
+1,403
57
$1.2M 0.15%
20,400
-35,764
58
$1.2M 0.15%
14,581
+1,020
59
$1.19M 0.15%
5,635
+148
60
$1.17M 0.15%
6,231
-703
61
$1.16M 0.15%
5,883
+681
62
$1.11M 0.14%
20,550
+2,841
63
$1.11M 0.14%
23,049
-5,025
64
$1.1M 0.14%
5,180
+4,797
65
$1.1M 0.14%
29,523
+6,140
66
$1.09M 0.14%
7,926
-1,312
67
$1.09M 0.14%
43,003
+740
68
$1.08M 0.14%
23,579
69
$1.06M 0.14%
5,008
+227
70
$1.06M 0.14%
9,749
+1,195
71
$1.05M 0.13%
26,446
+619
72
$1.05M 0.13%
32,684
+69
73
$1.03M 0.13%
63,113
+9,572
74
$1.02M 0.13%
10,001
-4,227
75
$1M 0.13%
18,108
-1,762
1 2
3
4 5