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
326
$222K 0.01%
+309
327
$221K 0.01%
3,197
+60
328
$219K 0.01%
+2,602
329
$217K 0.01%
+1,862
330
$212K 0.01%
+1,863
331
$212K 0.01%
21,239
-152
332
$211K 0.01%
+3,750
333
$209K 0.01%
+2,194
334
$209K 0.01%
10,710
335
$206K 0.01%
5,817
336
$206K 0.01%
+2,195
337
$206K 0.01%
11,534
338
$205K 0.01%
+619
339
$205K 0.01%
+462
340
$205K 0.01%
+5,112
341
$205K 0.01%
2,458
-302
342
$204K 0.01%
21,176
+55
343
$204K 0.01%
+1,644
344
$202K 0.01%
+984
345
$201K 0.01%
19,583
+32
346
$200K 0.01%
1,442
-40
347
$187K 0.01%
11,888
348
$186K 0.01%
+14,617
349
$163K 0.01%
134,870
350
$159K 0.01%
47,000
12 13
14
15 16