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
126
$413K 0.05%
32,184
-125,160
127
$404K 0.05%
1,978
+10
128
$404K 0.05%
15,028
-1,506
129
$403K 0.05%
4,707
+307
130
$390K 0.05%
12,040
-680
131
$389K 0.05%
+7,578
132
$389K 0.05%
5,285
+1,320
133
$385K 0.05%
3,218
+296
134
$379K 0.05%
6,731
+3,819
135
$379K 0.05%
19,000
136
$378K 0.05%
7,926
137
$372K 0.05%
2,242
138
$357K 0.05%
8,783
-60,735
139
$357K 0.05%
5,795
+1,090
140
$355K 0.05%
4,342
-461
141
$353K 0.04%
3,509
+2,595
142
$351K 0.04%
6,628
-6,134
143
$350K 0.04%
24,977
144
$347K 0.04%
1,326
-15
145
$343K 0.04%
3,033
-24
146
$341K 0.04%
2,738
+160
147
$339K 0.04%
52,345
148
$339K 0.04%
1,915
+769
149
$336K 0.04%
10,304
150
$335K 0.04%
2,936
-1,624
4 5
6
7 8