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
76
$3.68M 0.13%
31,221
-10,198
77
$3.67M 0.13%
64,637
-24,367
78
$3.66M 0.13%
19,108
-351
79
$3.6M 0.13%
31,841
-4,689
80
$3.55M 0.13%
24,239
-572
81
$3.52M 0.13%
14,742
-2,900
82
$3.5M 0.13%
56,819
-145,835
83
$3.39M 0.12%
16,050
+564
84
$3.35M 0.12%
43,404
-15,437
85
$3.26M 0.12%
20,478
+337
86
$3.24M 0.12%
16,902
+2,461
87
$3.23M 0.12%
24,766
-764
88
$3.22M 0.12%
7,747
-153
89
$3.15M 0.11%
28,717
+894
90
$3.07M 0.11%
30,713
+176
91
$3.01M 0.11%
7,820
-1,750
92
$2.93M 0.11%
17,061
+1,706
93
$2.92M 0.11%
156,950
-29,176
94
$2.89M 0.11%
145,308
-27,794
95
$2.85M 0.1%
6,385
+30
96
$2.62M 0.1%
18,247
-1,713
97
$2.62M 0.1%
11,620
-209
98
$2.61M 0.09%
66,039
-3
99
$2.59M 0.09%
51,893
100
$2.56M 0.09%
10,852
+166
2 3
4
5 6