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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
551
$10K ﹤0.01%
672
552
$10K ﹤0.01%
477
+358
553
$10K ﹤0.01%
+44
554
$10K ﹤0.01%
224
+112
555
$10K ﹤0.01%
88
-8
556
$10K ﹤0.01%
83
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557
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51
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559
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560
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111
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$9K ﹤0.01%
143
562
$9K ﹤0.01%
52
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563
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408
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$9K ﹤0.01%
275
-139
565
$9K ﹤0.01%
+150
566
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568
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-320
569
$9K ﹤0.01%
274
+90
570
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176
571
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-38
572
$9K ﹤0.01%
61
573
$9K ﹤0.01%
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-9
574
$8K ﹤0.01%
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575
$8K ﹤0.01%
174
-4
21 22
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