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
126
$1.59M 0.06%
4,615
-82
127
$1.59M 0.06%
13,351
-638
128
$1.58M 0.05%
144,015
+2,300
129
$1.53M 0.05%
15,581
+1,236
130
$1.53M 0.05%
11,816
-4,830
131
$1.53M 0.05%
41,669
+1,708
132
$1.49M 0.05%
5,706
+2,203
133
$1.47M 0.05%
18,150
-889
134
$1.46M 0.05%
14,811
135
$1.43M 0.05%
3,245
+162
136
$1.42M 0.05%
6,722
+160
137
$1.42M 0.05%
8,145
+159
138
$1.4M 0.05%
44,510
-3,466
139
$1.39M 0.05%
4,538
+55
140
$1.36M 0.05%
11,993
141
$1.36M 0.05%
10,212
-725
142
$1.33M 0.05%
13,564
-19,172
143
$1.32M 0.05%
6,389
144
$1.3M 0.05%
12,965
145
$1.28M 0.04%
122,000
146
$1.27M 0.04%
24,138
147
$1.27M 0.04%
24,195
148
$1.25M 0.04%
5,660
-77,872
149
$1.23M 0.04%
4,334
150
$1.2M 0.04%
10,558
+147
4 5
6
7 8