EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.88B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$11.6M
3
+$9.29M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$7.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.96M

Top Sells

1
+$70.8M
2
+$66.6M
3
+$64.6M
4
MCD icon
McDonald's
MCD
+$38.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$30.3M

Sector Composition

1 Technology 4.94%
2 Consumer Discretionary 3.5%
3 Financials 2.34%
4 Healthcare 2.2%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$469K 0.02%
100,000
227
$469K 0.02%
12,200
228
$467K 0.02%
8,131
+57
229
$462K 0.02%
36,800
230
$461K 0.02%
+4,767
231
$450K 0.02%
5,866
+129
232
$449K 0.02%
3,828
+406
233
$445K 0.02%
1,569
234
$444K 0.02%
2,248
235
$440K 0.02%
+11,000
236
$439K 0.02%
23,377
237
$437K 0.02%
40,900
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238
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2,008
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239
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2,231
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240
$422K 0.01%
2,306
241
$416K 0.01%
2,006
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242
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875
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243
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28,000
244
$400K 0.01%
5,286
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245
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8,865
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246
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13,594
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247
$389K 0.01%
2,235
248
$387K 0.01%
5,330
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249
$386K 0.01%
1,996
-34,320
250
$386K 0.01%
3,613
-200
8 9
10
11 12