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
1001
$2.02K ﹤0.01%
68
1002
$2.01K ﹤0.01%
+488
1003
$2K ﹤0.01%
77
1004
$2K ﹤0.01%
676
1005
$2K ﹤0.01%
18
1006
$1.99K ﹤0.01%
+1,015
1007
$1.96K ﹤0.01%
173
1008
$1.95K ﹤0.01%
223
1009
$1.94K ﹤0.01%
51
1010
$1.92K ﹤0.01%
32
1011
$1.91K ﹤0.01%
+64
1012
$1.9K ﹤0.01%
+95
1013
$1.89K ﹤0.01%
+54
1014
$1.89K ﹤0.01%
45
-41
1015
$1.88K ﹤0.01%
50
1016
$1.88K ﹤0.01%
5
-33
1017
$1.84K ﹤0.01%
60
1018
$1.83K ﹤0.01%
14
1019
$1.82K ﹤0.01%
38
1020
$1.81K ﹤0.01%
457
-583
1021
$1.81K ﹤0.01%
20
-20
1022
$1.81K ﹤0.01%
39
1023
$1.8K ﹤0.01%
247
1024
$1.8K ﹤0.01%
203
1025
$1.77K ﹤0.01%
31
39 40
41
42 43