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
326
$208K 0.01%
21,391
+152
327
$205K 0.01%
+5,817
328
$204K 0.01%
5,383
-1,592
329
$201K 0.01%
+11,534
330
$200K 0.01%
887
-328
331
$199K 0.01%
19,551
+188
332
$191K 0.01%
318,750
333
$189K 0.01%
10,152
334
$167K 0.01%
47,000
335
$163K 0.01%
10,188
336
$158K 0.01%
93,913
-5,606
337
$136K 0.01%
13,754
338
$135K ﹤0.01%
134,870
339
$127K ﹤0.01%
20,000
340
$98.2K ﹤0.01%
1,000
341
$71.2K ﹤0.01%
87,850
342
$66.8K ﹤0.01%
10,796
-8,395
343
$44.1K ﹤0.01%
+25,218
344
$37.8K ﹤0.01%
30,000
+6,067
345
$35.1K ﹤0.01%
11,700
346
$27.5K ﹤0.01%
17,827
-1
347
$20K ﹤0.01%
45
348
$9.79K ﹤0.01%
+658
349
$3.71K ﹤0.01%
66
350
– –
-50,817
12 13
14
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