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
$2.74B
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
376
-9,000
377
-2,466
378
-9,121
379
-2,863
380
-3,242