EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
326
$63K 0.01%
679
+379
327
$63K 0.01%
2,940
328
$62K 0.01%
515
-78
329
$61K 0.01%
578
-159
330
$60K 0.01%
403
+386
331
$59K 0.01%
393
-260
332
$59K 0.01%
+2,101
333
$59K 0.01%
825
-353
334
$59K 0.01%
1,840
-3,139
335
$57K 0.01%
1,693
+1,575
336
$57K 0.01%
492
+251
337
$56K 0.01%
2,703
338
$56K 0.01%
1,608
339
$56K 0.01%
1,315
-27
340
$55K 0.01%
433
-53
341
$55K 0.01%
562
+468
342
$55K 0.01%
1,497
+1,140
343
$54K 0.01%
1,042
-30
344
$53K 0.01%
1,060
-160
345
$53K 0.01%
11,320
+1,320
346
$53K 0.01%
2,464
-7,654
347
$53K 0.01%
7,116
-1,356
348
$53K 0.01%
1,535
-2,630
349
$52K 0.01%
8,541
+506
350
$49K ﹤0.01%
871
+121
12 13
14
15 16