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
201
$619K 0.02%
6,012
+5
202
$608K 0.02%
4,786
-135
203
$604K 0.02%
101,173
+1,233
204
$573K 0.02%
4,482
+388
205
$562K 0.02%
2,042
-187
206
$555K 0.02%
72,512
-59,374
207
$545K 0.02%
40,344
208
$541K 0.02%
8,315
+2,321
209
$540K 0.02%
+10,557
210
$526K 0.02%
1,630
-54
211
$525K 0.02%
22,937
-3,769
212
$523K 0.02%
7,749
-896
213
$521K 0.02%
37,704
214
$517K 0.02%
1,208
+277
215
$513K 0.02%
14,639
-275
216
$507K 0.02%
+3,388
217
$507K 0.02%
34,796
218
$507K 0.02%
+4,612
219
$498K 0.02%
102,292
-322
220
$498K 0.02%
+10,473
221
$494K 0.02%
13,562
+22
222
$490K 0.02%
939
+215
223
$477K 0.02%
8,867
224
$476K 0.02%
9,516
+45
225
$470K 0.02%
14,055
+1,017
7 8
9
10 11