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
$1.03B
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,259
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$27.1M
3
+$16.8M
4
VOD icon
Vodafone
VOD
+$10.7M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.41M

Top Sells

1
+$7.33M
2
+$5.17M
3
+$4.98M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.77M
5
ZM icon
Zoom
ZM
+$2.11M

Sector Composition

1 Financials 4.9%
2 Technology 4.12%
3 Communication Services 2.02%
4 Healthcare 1.77%
5 Energy 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$148K 0.01%
1,330
-379
227
$147K 0.01%
4,719
-75
228
$147K 0.01%
+7,000
229
$147K 0.01%
2,867
+954
230
$145K 0.01%
2,729
-3,366
231
$143K 0.01%
2,096
+632
232
$142K 0.01%
2,060
-2,069
233
$139K 0.01%
976
-79
234
$139K 0.01%
+13,000
235
$138K 0.01%
873
-17
236
$136K 0.01%
1,131
237
$135K 0.01%
5,272
-2,159
238
$134K 0.01%
454
-32
239
$134K 0.01%
2,126
+1,060
240
$132K 0.01%
3,630
241
$131K 0.01%
5,677
-888
242
$129K 0.01%
3,294
-5,193
243
$129K 0.01%
1,565
-2
244
$124K 0.01%
600
245
$122K 0.01%
1,500
246
$122K 0.01%
63
247
$121K 0.01%
2,307
-37
248
$121K 0.01%
3,905
249
$120K 0.01%
4,226
-1
250
$120K 0.01%
831
-427
8 9
10
11 12