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
451
$21K ﹤0.01%
230
-25
452
$21K ﹤0.01%
80
-14
453
$21K ﹤0.01%
1,095
454
$21K ﹤0.01%
295
-12
455
$21K ﹤0.01%
210
456
$21K ﹤0.01%
78
-8
457
$21K ﹤0.01%
644
+4
458
$21K ﹤0.01%
1,131
+392
459
$21K ﹤0.01%
+258
460
$21K ﹤0.01%
550
461
$20K ﹤0.01%
430
-13
462
$20K ﹤0.01%
308
-27
463
$20K ﹤0.01%
1,788
+1,763
464
$20K ﹤0.01%
1,153
-2,516
465
$20K ﹤0.01%
187
466
$20K ﹤0.01%
200
467
$20K ﹤0.01%
109
-2
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