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
726
$9.19K ﹤0.01%
1,000
727
$9.18K ﹤0.01%
118
-22
728
$9.17K ﹤0.01%
55
729
$9.13K ﹤0.01%
28
730
$9.11K ﹤0.01%
386
731
$9.09K ﹤0.01%
66
+10
732
$9.02K ﹤0.01%
210
+37
733
$9K ﹤0.01%
252
734
$8.95K ﹤0.01%
334
+65
735
$8.91K ﹤0.01%
58
736
$8.8K ﹤0.01%
648
+183
737
$8.79K ﹤0.01%
76
738
$8.75K ﹤0.01%
983
+100
739
$8.67K ﹤0.01%
154
740
$8.65K ﹤0.01%
152
741
$8.64K ﹤0.01%
908
-7
742
$8.6K ﹤0.01%
204
743
$8.52K ﹤0.01%
219
+3
744
$8.44K ﹤0.01%
112
+17
745
$8.44K ﹤0.01%
63
+13
746
$8.36K ﹤0.01%
461
-697
747
$8.32K ﹤0.01%
305
-8
748
$8.31K ﹤0.01%
81
+13
749
$8.31K ﹤0.01%
39
750
$8.21K ﹤0.01%
1,037
+20
28 29
30
31 32