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
776
$7.44K ﹤0.01%
125
-19
777
$7.4K ﹤0.01%
168
778
$7.35K ﹤0.01%
107
779
$7.33K ﹤0.01%
178
780
$7.32K ﹤0.01%
38
+3
781
$7.29K ﹤0.01%
44
782
$7.2K ﹤0.01%
94
+1
783
$7.16K ﹤0.01%
101
-23
784
$7.15K ﹤0.01%
398
-702
785
$7.09K ﹤0.01%
62
786
$7.08K ﹤0.01%
80
787
$7.07K ﹤0.01%
107
788
$7.04K ﹤0.01%
28
789
$7.04K ﹤0.01%
112
790
$6.94K ﹤0.01%
188
791
$6.93K ﹤0.01%
330
+1
792
$6.91K ﹤0.01%
426
793
$6.91K ﹤0.01%
48
794
$6.8K ﹤0.01%
75
795
$6.75K ﹤0.01%
84
796
$6.72K ﹤0.01%
191
+21
797
$6.7K ﹤0.01%
262
+24
798
$6.7K ﹤0.01%
72
799
$6.66K ﹤0.01%
54
800
$6.64K ﹤0.01%
43
-20
30 31
32
33 34