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
1101
$744 ﹤0.01%
226
-183
1102
$739 ﹤0.01%
+22
1103
$738 ﹤0.01%
+22
1104
$712 ﹤0.01%
26
1105
$707 ﹤0.01%
19
1106
$693 ﹤0.01%
44
1107
$653 ﹤0.01%
9
-19
1108
$635 ﹤0.01%
22
1109
$631 ﹤0.01%
22
-31
1110
$624 ﹤0.01%
+15
1111
$624 ﹤0.01%
43
1112
$613 ﹤0.01%
86
1113
$611 ﹤0.01%
11
-11
1114
$600 ﹤0.01%
9
1115
$599 ﹤0.01%
49
+27
1116
$576 ﹤0.01%
33
-30
1117
$546 ﹤0.01%
+33
1118
$538 ﹤0.01%
74
-3
1119
$521 ﹤0.01%
110
1120
$517 ﹤0.01%
8
+1
1121
$512 ﹤0.01%
3
-3
1122
$509 ﹤0.01%
5
-5
1123
$506 ﹤0.01%
4
1124
$498 ﹤0.01%
25
+1
1125
$484 ﹤0.01%
108
43 44
45
46 47