EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
476
$19K ﹤0.01%
290
+8
477
$19K ﹤0.01%
42
+40
478
$18K ﹤0.01%
209
-1,163
479
$18K ﹤0.01%
251
480
$18K ﹤0.01%
186
+90
481
$18K ﹤0.01%
578
-3,397
482
$18K ﹤0.01%
235
+220
483
$18K ﹤0.01%
492
+448
484
$18K ﹤0.01%
375
485
$18K ﹤0.01%
728
486
$18K ﹤0.01%
790
-70
487
$18K ﹤0.01%
155
488
$18K ﹤0.01%
140
489
$18K ﹤0.01%
+1,085
490
$17K ﹤0.01%
431
+12
491
$17K ﹤0.01%
71
-298
492
$17K ﹤0.01%
+22
493
$17K ﹤0.01%
2,850
494
$17K ﹤0.01%
45
-2
495
$17K ﹤0.01%
24
+1
496
$17K ﹤0.01%
322
-1,260
497
$17K ﹤0.01%
390
-169
498
$16K ﹤0.01%
684
-111
499
$16K ﹤0.01%
284
-15
500
$16K ﹤0.01%
321
-26
18 19
20
21 22