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
1126
$447 ﹤0.01%
54
-64
1127
$438 ﹤0.01%
25
1128
$430 ﹤0.01%
10
1129
$426 ﹤0.01%
11
-21
1130
$422 ﹤0.01%
19
+1
1131
$419 ﹤0.01%
49
1132
$405 ﹤0.01%
+48
1133
$400 ﹤0.01%
16
-116
1134
$388 ﹤0.01%
2
1135
$379 ﹤0.01%
+100
1136
$372 ﹤0.01%
33
-41
1137
$370 ﹤0.01%
+17
1138
$367 ﹤0.01%
25
-63
1139
$363 ﹤0.01%
+3
1140
$362 ﹤0.01%
+21
1141
$359 ﹤0.01%
+28
1142
$356 ﹤0.01%
+27
1143
$356 ﹤0.01%
12
-21
1144
$348 ﹤0.01%
+17
1145
$340 ﹤0.01%
16
-32
1146
$339 ﹤0.01%
4
-5
1147
$337 ﹤0.01%
8
1148
$298 ﹤0.01%
25
-45
1149
$270 ﹤0.01%
144
1150
$267 ﹤0.01%
7
44 45
46
47 48