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
101
$2.53M 0.09%
212,252
+216
102
$2.45M 0.09%
72,304
-27,160
103
$2.3M 0.08%
16,023
-2,224
104
$2.13M 0.07%
141,179
105
$2.1M 0.07%
9,841
+413
106
$2.07M 0.07%
4
107
$2.05M 0.07%
176,682
+5,029
108
$2.04M 0.07%
9,971
+651
109
$2.01M 0.07%
7,906
-2,946
110
$1.97M 0.07%
20,187
111
$1.95M 0.07%
+21,395
112
$1.85M 0.06%
8,395
+825
113
$1.84M 0.06%
6,169
-130,109
114
$1.82M 0.06%
5,910
+21
115
$1.79M 0.06%
34,660
+1,276
116
$1.78M 0.06%
18,164
117
$1.77M 0.06%
84,825
118
$1.72M 0.06%
7,742
-194
119
$1.69M 0.06%
17,258
120
$1.69M 0.06%
154,100
121
$1.69M 0.06%
122,812
+82,091
122
$1.68M 0.06%
23,116
+126
123
$1.67M 0.06%
3,777
124
$1.64M 0.06%
14,098
-99,768
125
$1.63M 0.06%
14,965
+429
3 4
5
6 7