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
101
$2.47M 0.09%
10,493
102
$2.41M 0.09%
212,036
+1,810
103
$2.32M 0.08%
115,923
+14,076
104
$2.31M 0.08%
141,179
105
$2.11M 0.08%
9,428
+104
106
$2.01M 0.07%
171,653
+1,396
107
$2.01M 0.07%
16,646
-2,608
108
$1.97M 0.07%
7,069
+5
109
$1.94M 0.07%
179,200
110
$1.92M 0.07%
7,936
-357
111
$1.92M 0.07%
69,060
+4,450
112
$1.88M 0.07%
84,825
113
$1.88M 0.07%
9,320
-49
114
$1.86M 0.07%
4
115
$1.79M 0.07%
20,187
116
$1.78M 0.07%
13,989
+282
117
$1.75M 0.06%
33,384
-68
118
$1.72M 0.06%
17,258
119
$1.72M 0.06%
154,100
-5,650
120
$1.68M 0.06%
5,889
-292
121
$1.64M 0.06%
18,164
-528
122
$1.64M 0.06%
22,990
123
$1.63M 0.06%
39,961
+1,703
124
$1.6M 0.06%
7,570
-507
125
$1.58M 0.06%
19,039
+1,267
3 4
5
6 7