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
501
$16K ﹤0.01%
150
-96
502
$16K ﹤0.01%
154
503
$16K ﹤0.01%
684
-111
504
$16K ﹤0.01%
284
-15
505
$15K ﹤0.01%
1,105
-35
506
$15K ﹤0.01%
120
-6
507
$15K ﹤0.01%
1,396
508
$15K ﹤0.01%
154
+96
509
$15K ﹤0.01%
596
510
$15K ﹤0.01%
1,369
-38
511
$15K ﹤0.01%
1,110
-10
512
$15K ﹤0.01%
248
-752
513
$14K ﹤0.01%
326
-239
514
$14K ﹤0.01%
43
-3
515
$14K ﹤0.01%
71
-7
516
$14K ﹤0.01%
125
-485
517
$14K ﹤0.01%
340
518
$13K ﹤0.01%
+50
519
$13K ﹤0.01%
100
-1,258
520
$13K ﹤0.01%
333
-451
521
$13K ﹤0.01%
+550
522
$13K ﹤0.01%
359
523
$13K ﹤0.01%
231
524
$12K ﹤0.01%
45
-3
525
$12K ﹤0.01%
76
-21
19 20
21
22 23