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
401
$33K ﹤0.01%
3,207
-133
402
$32K ﹤0.01%
+534
403
$32K ﹤0.01%
20
+2
404
$32K ﹤0.01%
244
-15
405
$32K ﹤0.01%
191
+1
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%
+475
420
$28K ﹤0.01%
55
-1
421
$28K ﹤0.01%
452
422
$28K ﹤0.01%
+3,673
423
$28K ﹤0.01%
536
+5
424
$28K ﹤0.01%
76
-211
425
$28K ﹤0.01%
141
15 16
17
18 19