EW
Evoke Wealth Portfolio holdings
AUM
$4.26B
1-Year Return
15.6%
This Quarter Return
+5.54%
1 Year Return
+15.6%
3 Year Return
+39.07%
5 Year Return
+58.3%
10 Year Return
–
AUM
$2.74B
AUM Growth
-$23.5M
(-0.85%)
Cap. Flow
-$148M
Cap. Flow
% of AUM
-5.42%
Top 10 Holdings %
Top 10 Hldgs %
57.32%
Holding
380
New
22
Increased
119
Reduced
134
Closed
31
Top Buys
| 1 |
RPAR Risk Parity ETF
RPAR
|
$9.99M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$8.29M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$5.92M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$5.86M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$5.77M |
Top Sells
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$29.4M |
| 2 |
Doximity
DOCS
|
$23.4M |
| 3 |
Canadian Imperial Bank of Commerce
CM
|
$22.2M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$19.5M |
| 5 |
Scotiabank
BNS
|
$19M |
Sector Composition
| 1 | Technology | 4.48% |
| 2 | Consumer Discretionary | 3.18% |
| 3 | Financials | 2.24% |
| 4 | Healthcare | 2.16% |
| 5 | Industrials | 1.45% |
