EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
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
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183
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6,021
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184
$707K 0.03%
9,240
185
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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
$648K 0.02%
19,446
190
$639K 0.02%
6,007
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191
$636K 0.02%
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192
$632K 0.02%
29,910
193
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99,940
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194
$615K 0.02%
10,686
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195
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6,340
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196
$599K 0.02%
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197
$595K 0.02%
8,867
198
$593K 0.02%
26,706
-3,833
199
$585K 0.02%
6,243
200
$578K 0.02%
8,645
+600
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