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
51
$5.95M 0.22%
418,237
+74,019
52
$5.94M 0.22%
29,722
-535
53
$5.71M 0.21%
16,051
-408
54
$5.47M 0.2%
69,854
-1,477
55
$5.12M 0.19%
61,643
-1,064
56
$4.97M 0.18%
270,975
+6,890
57
$4.96M 0.18%
65,946
-3,431
58
$4.79M 0.17%
91,526
-27,840
59
$4.59M 0.17%
28,104
+2,567
60
$4.45M 0.16%
22,583
+2,734
61
$4.41M 0.16%
12,805
-1,305
62
$4.41M 0.16%
318,293
+22,191
63
$4.41M 0.16%
105,925
-1,128
64
$4.35M 0.16%
14,082
+173
65
$4.26M 0.16%
28,655
-321
66
$4.22M 0.15%
72,197
+3,345
67
$4.16M 0.15%
23,308
+206
68
$4.15M 0.15%
16,778
-340
69
$4.07M 0.15%
99,464
-20,961
70
$3.92M 0.14%
63,552
71
$3.92M 0.14%
29,280
-4,100
72
$3.9M 0.14%
2,550
-60
73
$3.87M 0.14%
17,210
-457
74
$3.83M 0.14%
11,932
-1,212
75
$3.81M 0.14%
52,162
-1,226
1 2
3
4 5