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
1026
$1.77K ﹤0.01%
66
-86
1027
$1.77K ﹤0.01%
15
1028
$1.76K ﹤0.01%
22
1029
$1.73K ﹤0.01%
103
+1
1030
$1.71K ﹤0.01%
409
-61
1031
$1.69K ﹤0.01%
+92
1032
$1.69K ﹤0.01%
21
-2
1033
$1.68K ﹤0.01%
93
-1
1034
$1.67K ﹤0.01%
+92
1035
$1.66K ﹤0.01%
6
1036
$1.64K ﹤0.01%
88
-102
1037
$1.63K ﹤0.01%
121
1038
$1.62K ﹤0.01%
27
1039
$1.62K ﹤0.01%
63
-4
1040
$1.62K ﹤0.01%
9
1041
$1.61K ﹤0.01%
+65
1042
$1.59K ﹤0.01%
42
1043
$1.59K ﹤0.01%
116
1044
$1.59K ﹤0.01%
47
1045
$1.58K ﹤0.01%
27
1046
$1.56K ﹤0.01%
68
-3
1047
$1.54K ﹤0.01%
28
1048
$1.54K ﹤0.01%
57
-329
1049
$1.53K ﹤0.01%
20
1050
$1.52K ﹤0.01%
+66
40 41
42
43 44