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
76
$3.72M 0.13%
173,413
+16,463
77
$3.65M 0.13%
62,740
-812
78
$3.64M 0.13%
62,416
-2,221
79
$3.64M 0.13%
40,721
-31,476
80
$3.62M 0.13%
14,742
81
$3.61M 0.13%
42,703
-18,940
82
$3.46M 0.12%
57,625
+806
83
$3.25M 0.11%
76,760
+7,700
84
$3.24M 0.11%
30,191
+1,474
85
$3.23M 0.11%
31,037
+324
86
$3.16M 0.11%
152,959
+7,651
87
$3.13M 0.11%
7,822
+75
88
$3.07M 0.11%
25,380
-90,543
89
$3.04M 0.11%
13,500
-3,561
90
$2.95M 0.1%
26,614
-4,607
91
$2.93M 0.1%
6,400
+15
92
$2.93M 0.1%
74,119
+8,080
93
$2.88M 0.1%
11,829
+209
94
$2.87M 0.1%
12,689
-4,213
95
$2.86M 0.1%
25,124
-4,156
96
$2.83M 0.1%
38,156
-5,248
97
$2.79M 0.1%
20,700
+222
98
$2.71M 0.09%
11,981
-4,069
99
$2.67M 0.09%
10,493
100
$2.6M 0.09%
60,299
+34,552
2 3
4
5 6