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
$2.74B
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$8.29M
3
+$5.92M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.77M

Top Sells

1
+$29.4M
2
+$23.4M
3
+$22.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$19.5M
5
BNS icon
Scotiabank
BNS
+$19M

Sector Composition

1 Technology 4.48%
2 Consumer Discretionary 3.18%
3 Financials 2.24%
4 Healthcare 2.17%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$436K 0.02%
27,030
227
$427K 0.02%
23,377
+1,043
228
$426K 0.02%
13,038
-2,980
229
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38,100
-2,800
230
$421K 0.02%
3,030
231
$420K 0.02%
36,800
232
$418K 0.02%
724
-74
233
$413K 0.02%
2,248
+13
234
$412K 0.02%
34,890
235
$411K 0.02%
3,813
236
$410K 0.01%
2,306
237
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4,094
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238
$404K 0.01%
5,478
-28
239
$396K 0.01%
1,569
240
$395K 0.01%
28,000
241
$391K 0.01%
5,299
-6,501
242
$389K 0.01%
20,215
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243
$381K 0.01%
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244
$375K 0.01%
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245
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-64
246
$370K 0.01%
3,211
+1,411
247
$367K 0.01%
1,797
-165
248
$367K 0.01%
333,690
249
$364K 0.01%
3,226
+33
250
$357K 0.01%
30,200
-2,600
8 9
10
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