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%
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305
$260K 0.01%
14,635
306
$258K 0.01%
374
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307
$258K 0.01%
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308
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10,984
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309
$253K 0.01%
3,797
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310
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7,341
311
$250K 0.01%
850
+64
312
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313
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11,330
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$247K 0.01%
7,312
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315
$246K 0.01%
1,714
316
$244K 0.01%
4,173
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317
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$240K 0.01%
4,281
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4,419
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6,382
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$225K 0.01%
2,774
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324
$223K 0.01%
+2,511
325
$223K 0.01%
794
-61,951