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
151
$1.17M 0.04%
107,766
+2,300
152
$1.17M 0.04%
81,501
-6,465
153
$1.12M 0.04%
3,484
+8
154
$1.11M 0.04%
13,620
155
$1.11M 0.04%
21,890
+1
156
$1.1M 0.04%
8,723
-23,118
157
$1.07M 0.04%
61,483
158
$1.04M 0.04%
108,105
+8,900
159
$1.03M 0.04%
377,000
-36,100
160
$1.03M 0.04%
9,697
-956
161
$1.02M 0.04%
10,535
-408
162
$1.02M 0.04%
2,173
+507
163
$999K 0.03%
6,350
+401
164
$980K 0.03%
32,559
+1,415
165
$959K 0.03%
22,472
+5,271
166
$956K 0.03%
107,460
167
$931K 0.03%
9,403
+1,813
168
$926K 0.03%
24,892
-6,466
169
$926K 0.03%
2,980
+75
170
$893K 0.03%
7,963
+18
171
$885K 0.03%
14,597
-58,104
172
$880K 0.03%
47,107
173
$865K 0.03%
9,970
+2,770
174
$845K 0.03%
29,469
+1,130
175
$837K 0.03%
11,275
+809
5 6
7
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