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
276
$299K 0.01%
3,936
-69
277
$283K 0.01%
+3,893
278
$283K 0.01%
17,754
279
$282K 0.01%
2,760
+36
280
$281K 0.01%
10,870
281
$281K 0.01%
3,870
-352
282
$278K 0.01%
+5,256
283
$278K 0.01%
4,347
284
$277K 0.01%
7,376
+106
285
$275K 0.01%
10,929
-8,000
286
$272K 0.01%
28,168
-1,000
287
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2,775
288
$270K 0.01%
1,740
+24
289
$267K 0.01%
5,092
+2,327
290
$266K 0.01%
1,259
-1
291
$266K 0.01%
+2,841
292
$265K 0.01%
3,022
-2,029
293
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+1,150
294
$259K 0.01%
1,893
295
$257K 0.01%
1,050
+49
296
$254K 0.01%
62,800
+43,165
297
$253K 0.01%
4,142
-5
298
$253K 0.01%
1,714
299
$246K 0.01%
+2,485
300
$246K 0.01%
7,341
10 11
12
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