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
376
$40K ﹤0.01%
300
377
$40K ﹤0.01%
1,779
-40,799
378
$39K ﹤0.01%
592
379
$39K ﹤0.01%
3,372
380
$39K ﹤0.01%
117
-6
381
$39K ﹤0.01%
477
-8
382
$39K ﹤0.01%
135
-3
383
$38K ﹤0.01%
34
-3
384
$38K ﹤0.01%
299
-712
385
$37K ﹤0.01%
1,335
+1,139
386
$37K ﹤0.01%
727
+439
387
$37K ﹤0.01%
+7,306
388
$36K ﹤0.01%
497
-57
389
$36K ﹤0.01%
407
-142
390
$35K ﹤0.01%
134
-22
391
$35K ﹤0.01%
315
-145
392
$34K ﹤0.01%
501
+443
393
$34K ﹤0.01%
250
+121
394
$34K ﹤0.01%
4,228
395
$34K ﹤0.01%
2,000
396
$34K ﹤0.01%
908
+51
397
$33K ﹤0.01%
360
-104
398
$33K ﹤0.01%
417
+52
399
$33K ﹤0.01%
153
+65
400
$33K ﹤0.01%
891
-1,831
14 15
16
17 18