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
201
$215K 0.03%
1,603
202
$213K 0.03%
1,498
+298
203
$204K 0.03%
10,978
+10,484
204
$202K 0.03%
2,211
-1
205
$201K 0.03%
+3,300
206
$200K 0.03%
10,867
+2,661
207
$200K 0.03%
1,651
+220
208
$198K 0.03%
34,604
209
$198K 0.03%
1,637
210
$197K 0.03%
3,349
-360
211
$196K 0.02%
1,024
+92
212
$194K 0.02%
3,265
+63
213
$194K 0.02%
1,397
+57
214
$192K 0.02%
1,682
-8
215
$190K 0.02%
1,740
+106
216
$189K 0.02%
5,100
+1
217
$189K 0.02%
2,492
+267
218
$188K 0.02%
2,951
-134
219
$185K 0.02%
5,638
+3,095
220
$182K 0.02%
2,801
+97
221
$182K 0.02%
18,341
222
$180K 0.02%
30,640
+120
223
$180K 0.02%
2,833
-1,300
224
$179K 0.02%
460
+208
225
$179K 0.02%
3,357
+3
7 8
9
10 11