EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
26
$4.31M 0.42%
48,326
-657
27
$3.48M 0.34%
13
28
$3.42M 0.33%
370,576
-794,512
29
$3.3M 0.32%
17,194
30
$3M 0.29%
21,740
+4,520
31
$2.74M 0.27%
23,182
+19,802
32
$2.61M 0.25%
14,605
-1,833
33
$2.37M 0.23%
21,221
-1,190
34
$2.24M 0.22%
15,905
-556
35
$2.14M 0.21%
9,133
-310
36
$2M 0.19%
39,710
+7,335
37
$1.76M 0.17%
24,820
+1,320
38
$1.75M 0.17%
17,435
+13,257
39
$1.72M 0.17%
47,796
+23,898
40
$1.69M 0.16%
94,503
+14,000
41
$1.65M 0.16%
69,568
-316
42
$1.64M 0.16%
9,718
-1
43
$1.64M 0.16%
109,153
+2,014
44
$1.63M 0.16%
31,563
-14
45
$1.48M 0.14%
8,084
-569
46
$1.42M 0.14%
10,909
-1,314
47
$1.4M 0.14%
15,251
-1,728
48
$1.33M 0.13%
86,411
-324,216
49
$1.32M 0.13%
14,040
-2,956
50
$1.31M 0.13%
94,110
+21,460