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
151
$334K 0.04%
2,522
+21
152
$333K 0.04%
14,053
-12,680
153
$333K 0.04%
10,520
+960
154
$329K 0.04%
6,448
+197
155
$327K 0.04%
2,551
-1,249
156
$317K 0.04%
61,640
157
$315K 0.04%
1,432
+41
158
$314K 0.04%
5,855
-6
159
$313K 0.04%
2,559
160
$310K 0.04%
25,934
161
$310K 0.04%
+3,840
162
$303K 0.04%
+13,892
163
$293K 0.04%
5,724
-46
164
$290K 0.04%
4,755
-1,326
165
$288K 0.04%
2,459
-509
166
$283K 0.04%
5,578
-2,663
167
$283K 0.04%
9,574
+1,960
168
$282K 0.04%
1,599
-14,503
169
$281K 0.04%
4,713
+883
170
$281K 0.04%
1,668
+148
171
$277K 0.04%
8,450
-4
172
$277K 0.04%
2,104
+329
173
$274K 0.03%
1,131
174
$274K 0.03%
5,445
-2,859
175
$272K 0.03%
4,887
-5,459
5 6
7
8 9