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
976
$2.45K ﹤0.01%
196
977
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153
-198
978
$2.44K ﹤0.01%
300
979
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251
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980
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449
981
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75
+44
982
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983
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984
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+57
985
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20
986
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46
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987
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988
$2.18K ﹤0.01%
155
989
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29
-4
990
$2.13K ﹤0.01%
146
+83
991
$2.12K ﹤0.01%
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992
$2.1K ﹤0.01%
36
-2
993
$2.1K ﹤0.01%
+457
994
$2.09K ﹤0.01%
24
995
$2.07K ﹤0.01%
70
996
$2.07K ﹤0.01%
53
997
$2.06K ﹤0.01%
+127
998
$2.06K ﹤0.01%
54
999
$2.03K ﹤0.01%
39
1000
$2.03K ﹤0.01%
+219
38 39
40
41 42