EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$11.1M
2
+$9.92M
3
+$8.14M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.83M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.79M

Top Sells

1
+$29M
2
+$23.4M
3
+$22.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$19.2M
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
176
$773K 0.03%
3,992
177
$746K 0.03%
74,975
178
$733K 0.03%
7,667
+2
179
$727K 0.03%
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180
$721K 0.03%
58,956
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181
$717K 0.03%
22,762
-2,993
182
$711K 0.03%
27,902
-790
183
$710K 0.03%
6,021
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184
$707K 0.03%
9,240
185
$700K 0.03%
22,426
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186
$669K 0.02%
2,279
-206
187
$667K 0.02%
1,452
188
$665K 0.02%
13,488
+1,029
189
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19,446
190
$639K 0.02%
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191
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193
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99,940
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194
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10,686
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195
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196
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3,597
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197
$595K 0.02%
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198
$593K 0.02%
26,706
-3,833
199
$585K 0.02%
6,243
200
$578K 0.02%
8,645
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