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
176
$270K 0.03%
1,307
+300
177
$268K 0.03%
534
+116
178
$263K 0.03%
19,500
-234
179
$258K 0.03%
1,882
-47
180
$255K 0.03%
1,238
+138
181
$252K 0.03%
1,814
+1,754
182
$245K 0.03%
1,063
+171
183
$245K 0.03%
1,267
+11
184
$245K 0.03%
1,355
+315
185
$243K 0.03%
5,111
+46
186
$242K 0.03%
4,210
+1,401
187
$236K 0.03%
826
+525
188
$236K 0.03%
33,350
189
$235K 0.03%
3,722
-20
190
$235K 0.03%
+3,311
191
$234K 0.03%
14,308
192
$232K 0.03%
18,000
-1,257
193
$230K 0.03%
953
194
$230K 0.03%
14,544
195
$227K 0.03%
2,037
+491
196
$226K 0.03%
17,000
197
$226K 0.03%
10,453
198
$226K 0.03%
4,871
+149
199
$223K 0.03%
2,617
-10
200
$217K 0.03%
2,289
+223
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