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
426
$27K ﹤0.01%
158
+94
427
$27K ﹤0.01%
518
428
$27K ﹤0.01%
2,833
+664
429
$27K ﹤0.01%
1,149
-931
430
$27K ﹤0.01%
1,881
+62
431
$27K ﹤0.01%
226
-87
432
$27K ﹤0.01%
215
+94
433
$26K ﹤0.01%
154
-484
434
$26K ﹤0.01%
85
-7
435
$25K ﹤0.01%
104
-5
436
$25K ﹤0.01%
653
+28
437
$25K ﹤0.01%
146
+24
438
$25K ﹤0.01%
+820
439
$24K ﹤0.01%
+786
440
$24K ﹤0.01%
354
441
$24K ﹤0.01%
1,074
+74
442
$24K ﹤0.01%
6,000
443
$24K ﹤0.01%
3,174
444
$23K ﹤0.01%
348
445
$23K ﹤0.01%
+420
446
$22K ﹤0.01%
245
-10
447
$22K ﹤0.01%
114
-15
448
$22K ﹤0.01%
628
-286
449
$22K ﹤0.01%
+70
450
$21K ﹤0.01%
1,095
16 17
18
19 20