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
901
$3.92K ﹤0.01%
43
+26
902
$3.92K ﹤0.01%
181
-15
903
$3.9K ﹤0.01%
275
904
$3.9K ﹤0.01%
81
905
$3.89K ﹤0.01%
190
906
$3.89K ﹤0.01%
94
+60
907
$3.86K ﹤0.01%
68
-11
908
$3.8K ﹤0.01%
388
-106
909
$3.8K ﹤0.01%
56
910
$3.69K ﹤0.01%
428
911
$3.69K ﹤0.01%
414
+1
912
$3.63K ﹤0.01%
575
913
$3.6K ﹤0.01%
69
914
$3.59K ﹤0.01%
25
915
$3.58K ﹤0.01%
74
916
$3.57K ﹤0.01%
69
+34
917
$3.56K ﹤0.01%
223
918
$3.55K ﹤0.01%
29
+8
919
$3.55K ﹤0.01%
26
+3
920
$3.54K ﹤0.01%
259
921
$3.51K ﹤0.01%
69
922
$3.5K ﹤0.01%
36
-4
923
$3.5K ﹤0.01%
29
+18
924
$3.48K ﹤0.01%
25
+10
925
$3.45K ﹤0.01%
45
-1
35 36
37
38 39