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
1151
$259 ﹤0.01%
13
1152
$258 ﹤0.01%
200
1153
$252 ﹤0.01%
9
-11
1154
$250 ﹤0.01%
25
-28
1155
$241 ﹤0.01%
12
1156
$210 ﹤0.01%
2
1157
$207 ﹤0.01%
1
1158
$203 ﹤0.01%
3
1159
$201 ﹤0.01%
4
1160
$194 ﹤0.01%
9
1161
$193 ﹤0.01%
49
-64
1162
$169 ﹤0.01%
5
-4
1163
$152 ﹤0.01%
5
-93
1164
$136 ﹤0.01%
3
1165
$132 ﹤0.01%
+5
1166
$131 ﹤0.01%
8
-37
1167
$129 ﹤0.01%
2
1168
$126 ﹤0.01%
+9
1169
$123 ﹤0.01%
14
-11
1170
$119 ﹤0.01%
+6
1171
$73 ﹤0.01%
21
1172
$61 ﹤0.01%
10
1173
$20 ﹤0.01%
1
1174
$18 ﹤0.01%
8
1175
– –
0
45 46
47
48 49