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
301
$77K 0.01%
545
-109
302
$77K 0.01%
1,343
+505
303
$76K 0.01%
1,240
-39
304
$76K 0.01%
820
+243
305
$76K 0.01%
300
-8,342
306
$75K 0.01%
498
+395
307
$74K 0.01%
+3,213
308
$74K 0.01%
2,333
309
$74K 0.01%
596
310
$74K 0.01%
+37
311
$73K 0.01%
951
+260
312
$72K 0.01%
874
-78
313
$69K 0.01%
1,894
-120
314
$69K 0.01%
+1,230
315
$68K 0.01%
10,000
316
$67K 0.01%
1,410
+1,051
317
$67K 0.01%
750
318
$66K 0.01%
466
+36
319
$66K 0.01%
1,063
+149
320
$66K 0.01%
8,365
321
$65K 0.01%
2,320
+2,279
322
$65K 0.01%
483
-472
323
$65K 0.01%
1,500
+1,105
324
$64K 0.01%
3,375
325
$63K 0.01%
287
+233
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