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
26
$18.7M 0.65%
155,826
-135,741
27
$17.7M 0.61%
372,286
+45,603
28
$17.6M 0.61%
107,895
+7,774
29
$16.3M 0.56%
98,242
+18,249
30
$12.7M 0.44%
216,353
+29,586
31
$12.3M 0.43%
31,289
+2,236
32
$11.9M 0.41%
91,298
-97,485
33
$11.4M 0.4%
39,730
-8,603
34
$10.4M 0.36%
132,361
-26,227
35
$10.2M 0.36%
57,483
-293
36
$9.78M 0.34%
52,819
-3,283
37
$9.58M 0.33%
49,158
-3,171
38
$9.57M 0.33%
27,523
-4,808
39
$9.23M 0.32%
19,211
+1,193
40
$8.63M 0.3%
49,050
+3,929
41
$8.62M 0.3%
3,458
+135
42
$8.19M 0.28%
110,388
-32,308
43
$7.52M 0.26%
84,451
-13,318
44
$7.27M 0.25%
32,197
+2,475
45
$7.23M 0.25%
198,570
-2,362
46
$7.08M 0.25%
18,579
+2,528
47
$7.05M 0.25%
223,014
-3,529
48
$6.92M 0.24%
481,979
+175
49
$6.85M 0.24%
93,802
-1,687
50
$6.83M 0.24%
78,388
+5,381
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