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
126
$1.57M 0.06%
4,697
+17
127
$1.57M 0.06%
141,715
+4,013
128
$1.47M 0.05%
14,536
+443
129
$1.46M 0.05%
3,777
+345
130
$1.45M 0.05%
24,138
131
$1.44M 0.05%
14,811
132
$1.42M 0.05%
10,937
+530
133
$1.41M 0.05%
11,993
134
$1.39M 0.05%
6,562
-376
135
$1.36M 0.05%
47,976
-588
136
$1.36M 0.05%
136,278
+7,174
137
$1.32M 0.05%
7,986
+102
138
$1.28M 0.05%
87,966
139
$1.28M 0.05%
4,483
+4
140
$1.26M 0.05%
48,333
+7,594
141
$1.22M 0.04%
31,358
+16,417
142
$1.22M 0.04%
6,389
143
$1.21M 0.04%
24,195
-40
144
$1.19M 0.04%
32,736
-998
145
$1.19M 0.04%
10,411
+7,644
146
$1.17M 0.04%
105,466
+3,983
147
$1.16M 0.04%
21,889
+1
148
$1.16M 0.04%
83,532
-5,607
149
$1.15M 0.04%
12,965
+36
150
$1.14M 0.04%
413,100
4 5
6
7 8