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
251
$356K 0.01%
2,150
+145
252
$353K 0.01%
2,239
+59
253
$352K 0.01%
8,566
+1,110
254
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846
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255
$350K 0.01%
6,127
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256
$348K 0.01%
4,878
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257
$348K 0.01%
9,482
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258
$348K 0.01%
2,172
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259
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1,851
260
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261
$339K 0.01%
7,707
262
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2,235
263
$332K 0.01%
931
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264
$327K 0.01%
11,700
265
$327K 0.01%
3,715
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266
$324K 0.01%
5,106
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$321K 0.01%
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4,812
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269
$316K 0.01%
2,074
270
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24,925
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271
$306K 0.01%
52,345
272
$305K 0.01%
1,800
+26
273
$305K 0.01%
2,997
+63
274
$304K 0.01%
3,955
275
$304K 0.01%
1,636
-188
9 10
11
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