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
301
$242K 0.01%
21,121
-7,273
302
$239K 0.01%
+2,394
303
$238K 0.01%
7,979
+288
304
$237K 0.01%
36,316
-5,000
305
$233K 0.01%
14,635
306
$233K 0.01%
3,137
+216
307
$232K 0.01%
62,745
-18,276
308
$229K 0.01%
3,795
-311
309
$228K 0.01%
19,848
310
$226K 0.01%
+786
311
$225K 0.01%
+85
312
$225K 0.01%
+6,335
313
$225K 0.01%
+2,808
314
$223K 0.01%
1,093
+13
315
$222K 0.01%
470
-135
316
$220K 0.01%
1,681
+59
317
$217K 0.01%
3,938
+2
318
$216K 0.01%
6,692
-3,749
319
$215K 0.01%
10,710
320
$215K 0.01%
+1,482
321
$213K 0.01%
10,168
322
$212K 0.01%
+1,276
323
$211K 0.01%
+8,294
324
$211K 0.01%
11,888
-5
325
$210K 0.01%
+1,684
11 12
13
14 15