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
451
$21K ﹤0.01%
295
-12
452
$21K ﹤0.01%
210
453
$21K ﹤0.01%
78
-8
454
$21K ﹤0.01%
644
+4
455
$21K ﹤0.01%
1,131
+392
456
$21K ﹤0.01%
+258
457
$21K ﹤0.01%
550
458
$21K ﹤0.01%
164
+23
459
$21K ﹤0.01%
230
-25
460
$21K ﹤0.01%
80
-14
461
$20K ﹤0.01%
109
-2
462
$20K ﹤0.01%
430
-13
463
$20K ﹤0.01%
308
-27
464
$20K ﹤0.01%
1,788
+1,763
465
$20K ﹤0.01%
1,153
-2,516
466
$20K ﹤0.01%
187
467
$20K ﹤0.01%
200
468
$20K ﹤0.01%
+394
469
$19K ﹤0.01%
+655
470
$19K ﹤0.01%
150
-120
471
$19K ﹤0.01%
254
-59
472
$19K ﹤0.01%
300
473
$19K ﹤0.01%
214
+8
474
$19K ﹤0.01%
101
-97
475
$19K ﹤0.01%
386
17 18
19
20 21