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
301
$275K 0.01%
1,951
+58
302
$269K 0.01%
+9,964
303
$266K 0.01%
52,345
304
$263K 0.01%
+7,734
305
$260K 0.01%
14,635
306
$258K 0.01%
374
-93,539
307
$258K 0.01%
1,928
+247
308
$256K 0.01%
10,984
+55
309
$253K 0.01%
3,797
-139
310
$253K 0.01%
7,341
311
$250K 0.01%
850
+64
312
$249K 0.01%
1,014
-136
313
$248K 0.01%
11,330
+1,162
314
$247K 0.01%
7,312
-64
315
$246K 0.01%
1,714
316
$244K 0.01%
4,173
+31
317
$242K 0.01%
1,405
+129
318
$240K 0.01%
4,281
+343
319
$238K 0.01%
4,419
-1,708
320
$235K 0.01%
+1,933
321
$233K 0.01%
6,382
+47
322
$226K 0.01%
19,848
323
$225K 0.01%
2,774
-34
324
$223K 0.01%
+2,511
325
$223K 0.01%
794
-61,951
11 12
13
14 15