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
276
$320K 0.01%
+7,489
277
$315K 0.01%
2,700
-511
278
$314K 0.01%
1,277
+390
279
$313K 0.01%
116
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280
$313K 0.01%
3,087
+246
281
$312K 0.01%
2,544
+860
282
$309K 0.01%
1,493
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283
$308K 0.01%
3,682
-33
284
$306K 0.01%
4,347
285
$306K 0.01%
17,754
286
$303K 0.01%
+3,100
287
$302K 0.01%
9,180
+2,488
288
$299K 0.01%
+873
289
$298K 0.01%
1,786
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290
$298K 0.01%
1,522
-275
291
$295K 0.01%
5,196
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292
$294K 0.01%
10,870
293
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1,165
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294
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8,895
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295
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2,775
296
$286K 0.01%
5,308
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297
$281K 0.01%
1,778
-296
298
$279K 0.01%
+3,736
299
$277K 0.01%
+2,610
300
$276K 0.01%
68,100
+5,300
10 11
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