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
201
$572K 0.02%
1,666
+251
202
$562K 0.02%
1,131
+264
203
$551K 0.02%
1,684
+69
204
$548K 0.02%
1,180
+51
205
$548K 0.02%
34,796
206
$547K 0.02%
40,344
+1,602
207
$545K 0.02%
2,229
208
$542K 0.02%
46,663
+14,817
209
$528K 0.02%
+12,200
210
$527K 0.02%
40,721
+1,371
211
$526K 0.02%
14,914
+278
212
$525K 0.02%
1,562
+34
213
$520K 0.02%
1,126
+35
214
$504K 0.02%
5,739
+391
215
$490K 0.02%
5,737
+115
216
$489K 0.02%
37,704
217
$483K 0.02%
9,471
+47
218
$478K 0.02%
3,422
+40
219
$474K 0.02%
+100,000
220
$469K 0.02%
102,614
+1
221
$462K 0.02%
7,200
+890
222
$460K 0.02%
8,074
+880
223
$459K 0.02%
14,276
+1,900
224
$448K 0.02%
1,962
-3
225
$441K 0.02%
13,540
+4,967
7 8
9
10 11