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
826
$5.67K ﹤0.01%
112
827
$5.65K ﹤0.01%
59
828
$5.62K ﹤0.01%
46
-2,905
829
$5.62K ﹤0.01%
107
+21
830
$5.62K ﹤0.01%
72
831
$5.61K ﹤0.01%
90
+5
832
$5.59K ﹤0.01%
321
-1
833
$5.59K ﹤0.01%
334
834
$5.58K ﹤0.01%
219
+139
835
$5.57K ﹤0.01%
147
-111
836
$5.54K ﹤0.01%
76
+43
837
$5.49K ﹤0.01%
209
838
$5.49K ﹤0.01%
219
839
$5.44K ﹤0.01%
460
840
$5.28K ﹤0.01%
45
841
$5.25K ﹤0.01%
62
-28
842
$5.25K ﹤0.01%
163
+5
843
$5.24K ﹤0.01%
184
844
$5.22K ﹤0.01%
20
845
$5.2K ﹤0.01%
35
846
$5.19K ﹤0.01%
107
-13
847
$5.14K ﹤0.01%
22
848
$5.12K ﹤0.01%
943
+1
849
$5.12K ﹤0.01%
132
-57
850
$5.08K ﹤0.01%
33
+3
32 33
34
35 36