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
876
$4.5K ﹤0.01%
1,376
877
$4.5K ﹤0.01%
30
-17,700
878
$4.47K ﹤0.01%
169
879
$4.39K ﹤0.01%
37
880
$4.37K ﹤0.01%
95
881
$4.36K ﹤0.01%
35
882
$4.31K ﹤0.01%
100
883
$4.3K ﹤0.01%
85
-1
884
$4.29K ﹤0.01%
205
+103
885
$4.28K ﹤0.01%
98
886
$4.25K ﹤0.01%
45
887
$4.24K ﹤0.01%
54
-27
888
$4.22K ﹤0.01%
220
+1
889
$4.21K ﹤0.01%
225
+5
890
$4.21K ﹤0.01%
276
891
$4.19K ﹤0.01%
106
892
$4.17K ﹤0.01%
+101
893
$4.15K ﹤0.01%
58
894
$4.14K ﹤0.01%
319
895
$4.09K ﹤0.01%
+653
896
$4.04K ﹤0.01%
73
897
$4K ﹤0.01%
24
898
$3.98K ﹤0.01%
366
-900
899
$3.95K ﹤0.01%
103
900
$3.93K ﹤0.01%
84
34 35
36
37 38