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
926
$3.41K ﹤0.01%
219
+100
927
$3.37K ﹤0.01%
26
+6
928
$3.36K ﹤0.01%
72
929
$3.34K ﹤0.01%
103
-13
930
$3.22K ﹤0.01%
146
931
$3.18K ﹤0.01%
70
+13
932
$3.18K ﹤0.01%
+198
933
$3.17K ﹤0.01%
11
934
$3.16K ﹤0.01%
119
-56
935
$3.13K ﹤0.01%
279
+25
936
$3.12K ﹤0.01%
26
-22,900
937
$3.1K ﹤0.01%
12
938
$3.1K ﹤0.01%
116
939
$3.09K ﹤0.01%
84
940
$3.09K ﹤0.01%
240
941
$3.08K ﹤0.01%
117
-14
942
$3.07K ﹤0.01%
86
+6
943
$3.05K ﹤0.01%
50
944
$3.02K ﹤0.01%
+47
945
$3K ﹤0.01%
99
-52
946
$2.98K ﹤0.01%
121
-8
947
$2.98K ﹤0.01%
66
948
$2.97K ﹤0.01%
9
+3
949
$2.96K ﹤0.01%
+32
950
$2.96K ﹤0.01%
141
+55
36 37
38
39 40