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
251
$120K 0.01%
878
+133
252
$120K 0.01%
2,067
+565
253
$118K 0.01%
1,279
-11
254
$117K 0.01%
5,000
-66
255
$115K 0.01%
984
256
$115K 0.01%
2,097
-285
257
$114K 0.01%
1,900
258
$112K 0.01%
2,253
+15
259
$111K 0.01%
2,152
-4
260
$109K 0.01%
1,077
261
$107K 0.01%
1,768
-13
262
$107K 0.01%
2,778
263
$107K 0.01%
595
264
$106K 0.01%
3,322
265
$106K 0.01%
3,937
-7,081
266
$106K 0.01%
1,704
-3
267
$106K 0.01%
2,635
-1,245
268
$104K 0.01%
2,783
-944
269
$103K 0.01%
2,400
+900
270
$102K 0.01%
909
-2,360
271
$101K 0.01%
1,023
-12
272
$99K 0.01%
1,877
-1
273
$98K 0.01%
+3,500
274
$96K 0.01%
2,233
275
$95K 0.01%
4,000
9 10
11
12 13