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
551
$10K ﹤0.01%
138
-15
552
$10K ﹤0.01%
240
-2,862
553
$10K ﹤0.01%
114
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554
$10K ﹤0.01%
477
+358
555
$10K ﹤0.01%
+44
556
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224
+112
557
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88
-8
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560
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111
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564
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61
566
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408
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-139
569
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+150
570
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$9K ﹤0.01%
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572
$9K ﹤0.01%
155
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573
$9K ﹤0.01%
274
+90
574
$8K ﹤0.01%
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575
$8K ﹤0.01%
174
-4
21 22
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