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
1076
$1.01K ﹤0.01%
58
1077
$999 ﹤0.01%
20
1078
$955 ﹤0.01%
27
+4
1079
$955 ﹤0.01%
47
-132
1080
$946 ﹤0.01%
15
1081
$934 ﹤0.01%
8
+4
1082
$924 ﹤0.01%
29
-18
1083
$921 ﹤0.01%
62
1084
$915 ﹤0.01%
296
+1
1085
$913 ﹤0.01%
31
1086
$911 ﹤0.01%
54
-82
1087
$908 ﹤0.01%
9
1088
$884 ﹤0.01%
44
-154
1089
$852 ﹤0.01%
+88
1090
$844 ﹤0.01%
39
1091
$829 ﹤0.01%
116
+1
1092
$813 ﹤0.01%
37
1093
$785 ﹤0.01%
+73
1094
$777 ﹤0.01%
31
1095
$776 ﹤0.01%
+225
1096
$775 ﹤0.01%
12
1097
$773 ﹤0.01%
27
+13
1098
$755 ﹤0.01%
30
1099
$751 ﹤0.01%
+74
1100
$747 ﹤0.01%
+35
42 43
44
45 46