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
351
$48K ﹤0.01%
+5,000
352
$48K ﹤0.01%
731
+722
353
$48K ﹤0.01%
554
+537
354
$48K ﹤0.01%
493
355
$48K ﹤0.01%
881
+876
356
$47K ﹤0.01%
6,617
-2,718
357
$47K ﹤0.01%
651
-211
358
$46K ﹤0.01%
263
+7
359
$46K ﹤0.01%
+276
360
$45K ﹤0.01%
1,000
361
$45K ﹤0.01%
1,268
362
$45K ﹤0.01%
1,375
+1,216
363
$44K ﹤0.01%
498
-210
364
$44K ﹤0.01%
+2,600
365
$43K ﹤0.01%
1,573
-231
366
$43K ﹤0.01%
+449
367
$42K ﹤0.01%
2,731
-1,388
368
$42K ﹤0.01%
116
-8
369
$42K ﹤0.01%
+1,031
370
$41K ﹤0.01%
980
371
$41K ﹤0.01%
1,531
+1,426
372
$40K ﹤0.01%
390
+367
373
$40K ﹤0.01%
976
-2,947
374
$40K ﹤0.01%
800
375
$40K ﹤0.01%
384
+226
13 14
15
16 17