EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
576
$8K ﹤0.01%
136
577
$8K ﹤0.01%
722
+83
578
$8K ﹤0.01%
199
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579
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385
+29
580
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321
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581
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172
582
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44
583
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21
584
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+508
585
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135
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586
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106
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587
$7K ﹤0.01%
448
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588
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84
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589
$7K ﹤0.01%
78
590
$7K ﹤0.01%
2,252
591
$7K ﹤0.01%
184
592
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77
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594
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126
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595
$7K ﹤0.01%
124
596
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72
597
$7K ﹤0.01%
709
-134
598
$7K ﹤0.01%
493
-912
599
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99
-333
600
$7K ﹤0.01%
132
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