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
176
$837K 0.03%
8,768
+2,525
177
$782K 0.03%
3,992
178
$764K 0.03%
1,359
+179
179
$763K 0.03%
+4,616
180
$762K 0.03%
2,312
+33
181
$758K 0.03%
27,902
182
$751K 0.03%
1,395
+264
183
$742K 0.03%
74,975
184
$733K 0.03%
7,679
+12
185
$733K 0.03%
6,057
+36
186
$729K 0.03%
13,908
+420
187
$715K 0.02%
22,593
-169
188
$704K 0.02%
40,356
+13,326
189
$704K 0.02%
59,047
+91
190
$698K 0.02%
9,240
191
$697K 0.02%
1,452
192
$697K 0.02%
22,541
+115
193
$685K 0.02%
3,242
-43,421
194
$683K 0.02%
1,750
+188
195
$678K 0.02%
9,723
196
$671K 0.02%
46,200
-16,575
197
$659K 0.02%
29,910
198
$653K 0.02%
10,821
+135
199
$643K 0.02%
7,526
+1,787
200
$632K 0.02%
6,340
6 7
8
9 10