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
801
$6.63K ﹤0.01%
77
+3
802
$6.58K ﹤0.01%
1,274
-67
803
$6.54K ﹤0.01%
67
+3
804
$6.52K ﹤0.01%
99
-2
805
$6.51K ﹤0.01%
56
-4
806
$6.46K ﹤0.01%
315
807
$6.45K ﹤0.01%
+160
808
$6.38K ﹤0.01%
17
-6
809
$6.34K ﹤0.01%
297
810
$6.33K ﹤0.01%
25
+6
811
$6.2K ﹤0.01%
44
812
$6.2K ﹤0.01%
132
813
$6.16K ﹤0.01%
55
+6
814
$6.14K ﹤0.01%
22
+11
815
$6.11K ﹤0.01%
125
-760
816
$6.08K ﹤0.01%
94
-18
817
$6K ﹤0.01%
132
-1
818
$6K ﹤0.01%
296
-6
819
$5.96K ﹤0.01%
1,354
820
$5.86K ﹤0.01%
340
821
$5.81K ﹤0.01%
220
+124
822
$5.79K ﹤0.01%
112
823
$5.79K ﹤0.01%
161
824
$5.76K ﹤0.01%
421
825
$5.72K ﹤0.01%
60
+19
31 32
33
34 35