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
51
$6.75M 0.23%
56,672
-10,501
52
$6.7M 0.23%
79,031
+9,177
53
$6.67M 0.23%
481,793
+63,556
54
$6.25M 0.22%
325,065
55
$5.46M 0.19%
11,640
+954
56
$5.09M 0.18%
46,026
-224,949
57
$5.05M 0.18%
10,330
+2,510
58
$5.02M 0.17%
14,708
+626
59
$4.95M 0.17%
13,392
+1,460
60
$4.83M 0.17%
18,201
+991
61
$4.77M 0.17%
95,555
-10,370
62
$4.76M 0.17%
20,024
-298,269
63
$4.74M 0.16%
25,581
+6,473
64
$4.69M 0.16%
60,922
-5,024
65
$4.65M 0.16%
17,603
+825
66
$4.6M 0.16%
24,576
+1,268
67
$4.49M 0.16%
29,579
+924
68
$4.47M 0.16%
11,162
-1,643
69
$4.46M 0.15%
51,639
-523
70
$4.45M 0.15%
21,482
-1,101
71
$4.27M 0.15%
24,603
-3,501
72
$4.08M 0.14%
3,112
+562
73
$4.06M 0.14%
76,429
-15,097
74
$3.87M 0.13%
26,624
+1,858
75
$3.77M 0.13%
25,525
+1,286
1 2
3
4 5