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
751
$8.18K ﹤0.01%
132
752
$8.13K ﹤0.01%
250
753
$8.06K ﹤0.01%
563
+53
754
$8.01K ﹤0.01%
141
+27
755
$7.93K ﹤0.01%
+95
756
$7.93K ﹤0.01%
10
+7
757
$7.91K ﹤0.01%
141
-1
758
$7.88K ﹤0.01%
195
+61
759
$7.86K ﹤0.01%
167
+130
760
$7.83K ﹤0.01%
+1,000
761
$7.8K ﹤0.01%
103
762
$7.79K ﹤0.01%
132
763
$7.79K ﹤0.01%
160
+62
764
$7.78K ﹤0.01%
139
765
$7.77K ﹤0.01%
52
+7
766
$7.76K ﹤0.01%
233
+98
767
$7.75K ﹤0.01%
66
768
$7.72K ﹤0.01%
73
769
$7.67K ﹤0.01%
+90
770
$7.66K ﹤0.01%
30
+10
771
$7.63K ﹤0.01%
110
+15
772
$7.62K ﹤0.01%
75
+2
773
$7.56K ﹤0.01%
198
774
$7.5K ﹤0.01%
147
-37
775
$7.49K ﹤0.01%
175
-8
29 30
31
32 33