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
851
$5.06K ﹤0.01%
21
+4
852
$5.05K ﹤0.01%
231
853
$5.02K ﹤0.01%
300
854
$5.02K ﹤0.01%
48
+3
855
$5.02K ﹤0.01%
36
856
$4.99K ﹤0.01%
40
857
$4.98K ﹤0.01%
185
858
$4.96K ﹤0.01%
892
859
$4.95K ﹤0.01%
116
860
$4.92K ﹤0.01%
99
861
$4.86K ﹤0.01%
30
862
$4.79K ﹤0.01%
80
863
$4.77K ﹤0.01%
117
864
$4.76K ﹤0.01%
99
865
$4.75K ﹤0.01%
90
866
$4.73K ﹤0.01%
60
+12
867
$4.72K ﹤0.01%
84
868
$4.7K ﹤0.01%
27
869
$4.67K ﹤0.01%
259
870
$4.61K ﹤0.01%
35
871
$4.58K ﹤0.01%
53
-6
872
$4.56K ﹤0.01%
174
873
$4.55K ﹤0.01%
76
874
$4.55K ﹤0.01%
656
+371
875
$4.55K ﹤0.01%
200
+12
33 34
35
36 37