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
526
$12K ﹤0.01%
301
+22
527
$12K ﹤0.01%
33
+3
528
$12K ﹤0.01%
365
-365
529
$12K ﹤0.01%
149
+1
530
$12K ﹤0.01%
420
-45
531
$12K ﹤0.01%
60
-6
532
$12K ﹤0.01%
640
-1,507
533
$12K ﹤0.01%
336
+46
534
$11K ﹤0.01%
250
535
$11K ﹤0.01%
69
536
$11K ﹤0.01%
64
+3
537
$11K ﹤0.01%
281
538
$11K ﹤0.01%
426
+137
539
$11K ﹤0.01%
+29
540
$11K ﹤0.01%
1,141
-1,376
541
$11K ﹤0.01%
300
542
$11K ﹤0.01%
64
+42
543
$10K ﹤0.01%
93
-13
544
$10K ﹤0.01%
51
+16
545
$10K ﹤0.01%
122
-11
546
$10K ﹤0.01%
168
547
$10K ﹤0.01%
128
+87
548
$10K ﹤0.01%
1,411
549
$10K ﹤0.01%
200
550
$10K ﹤0.01%
50
-4
20 21
22
23 24