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
1051
$1.52K ﹤0.01%
55
-43
1052
$1.45K ﹤0.01%
13
1053
$1.45K ﹤0.01%
+127
1054
$1.45K ﹤0.01%
54
1055
$1.43K ﹤0.01%
28
1056
$1.43K ﹤0.01%
10
-17
1057
$1.39K ﹤0.01%
77
+1
1058
$1.39K ﹤0.01%
40
1059
$1.36K ﹤0.01%
11
-19
1060
$1.36K ﹤0.01%
81
-39
1061
$1.35K ﹤0.01%
36
1062
$1.31K ﹤0.01%
156
1063
$1.29K ﹤0.01%
88
+14
1064
$1.27K ﹤0.01%
44
1065
$1.27K ﹤0.01%
+262
1066
$1.27K ﹤0.01%
20
-59
1067
$1.16K ﹤0.01%
54
1068
$1.15K ﹤0.01%
97
+49
1069
$1.15K ﹤0.01%
69
1070
$1.14K ﹤0.01%
104
-521
1071
$1.1K ﹤0.01%
41
-50
1072
$1.06K ﹤0.01%
8
1073
$1.05K ﹤0.01%
151
-111
1074
$1.04K ﹤0.01%
12
1075
$1.02K ﹤0.01%
80
-480
41 42
43
44 45