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
951
$2.95K ﹤0.01%
127
952
$2.94K ﹤0.01%
38
953
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6
954
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45
955
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956
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957
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215
-37
958
$2.8K ﹤0.01%
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959
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784
-55
960
$2.77K ﹤0.01%
+19
961
$2.76K ﹤0.01%
126
962
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65
+1
963
$2.69K ﹤0.01%
184
964
$2.65K ﹤0.01%
19
-1
965
$2.65K ﹤0.01%
25
-2
966
$2.64K ﹤0.01%
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967
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6
968
$2.61K ﹤0.01%
103
969
$2.61K ﹤0.01%
86
+12
970
$2.6K ﹤0.01%
+96
971
$2.52K ﹤0.01%
114
972
$2.51K ﹤0.01%
116
-25
973
$2.51K ﹤0.01%
125
-34
974
$2.47K ﹤0.01%
+200
975
$2.46K ﹤0.01%
29
+5
37 38
39
40 41