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
251
$381K 0.01%
30,200
252
$375K 0.01%
1,851
253
$374K 0.01%
5,512
+34
254
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11,700
255
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2,017
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256
$361K 0.01%
3,226
257
$360K 0.01%
333,690
258
$354K 0.01%
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259
$352K 0.01%
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260
$352K 0.01%
23,268
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261
$351K 0.01%
29,890
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262
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853
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263
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7,501
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264
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20,384
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265
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4,964
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266
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21,318
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267
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268
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269
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5,106
270
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28,442
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271
$329K 0.01%
2,712
-285
272
$325K 0.01%
+1,341
273
$325K 0.01%
8,419
-1,063
274
$325K 0.01%
7,810
+2,427
275
$324K 0.01%
+1,612
9 10
11
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