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
276
$95K 0.01%
2,872
277
$94K 0.01%
1,787
+237
278
$94K 0.01%
2,970
+890
279
$94K 0.01%
6,127
+3,327
280
$94K 0.01%
4,000
-57,640
281
$94K 0.01%
+1,600
282
$93K 0.01%
2,004
-1
283
$92K 0.01%
488
-7
284
$92K 0.01%
1,031
285
$91K 0.01%
3,001
-7,204
286
$91K 0.01%
5,000
+1,555
287
$90K 0.01%
2,642
-303
288
$90K 0.01%
6,839
-4,534
289
$89K 0.01%
631
+27
290
$89K 0.01%
3,314
+3,117
291
$88K 0.01%
3,615
292
$88K 0.01%
1,220
293
$87K 0.01%
1,357
-3,516
294
$84K 0.01%
3,117
-3,868
295
$84K 0.01%
968
296
$84K 0.01%
6,474
297
$83K 0.01%
3,300
298
$82K 0.01%
+1,193
299
$80K 0.01%
2,690
-32
300
$79K 0.01%
2,296
-4,237
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