EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$154M
2
+$25.6M
3
+$16.2M
4
VOD icon
Vodafone
VOD
+$9.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.3M

Top Sells

1
+$5.77M
2
+$4.84M
3
+$4.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$4.49M
5
ZM icon
Zoom
ZM
+$1.5M

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
401
$33K ﹤0.01%
417
+52
402
$32K ﹤0.01%
20
+2
403
$32K ﹤0.01%
244
-15
404
$32K ﹤0.01%
191
+1
405
$32K ﹤0.01%
+534
406
$31K ﹤0.01%
375
407
$31K ﹤0.01%
1,075
408
$31K ﹤0.01%
360
409
$31K ﹤0.01%
621
410
$31K ﹤0.01%
590
-817
411
$30K ﹤0.01%
860
-5
412
$30K ﹤0.01%
82
+67
413
$30K ﹤0.01%
2,919
-1
414
$30K ﹤0.01%
77
415
$30K ﹤0.01%
342
-304
416
$30K ﹤0.01%
172
417
$29K ﹤0.01%
380
-525
418
$29K ﹤0.01%
726
+697
419
$28K ﹤0.01%
55
-1
420
$28K ﹤0.01%
452
421
$28K ﹤0.01%
+3,673
422
$28K ﹤0.01%
536
+5
423
$28K ﹤0.01%
76
-211
424
$28K ﹤0.01%
423
425
$28K ﹤0.01%
+475
15 16
17
18 19