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
601
$7K ﹤0.01%
198
-24
602
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790
+692
603
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168
604
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91
-807
605
$7K ﹤0.01%
487
+421
606
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239
607
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126
+1
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20
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64
-8
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156
611
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261
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612
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1,205
+411
613
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+764
614
$7K ﹤0.01%
98
615
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31
+2
616
$7K ﹤0.01%
537
+402
617
$7K ﹤0.01%
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618
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180
619
$6K ﹤0.01%
63
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620
$6K ﹤0.01%
+204
621
$6K ﹤0.01%
109
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622
$6K ﹤0.01%
209
623
$6K ﹤0.01%
260
624
$6K ﹤0.01%
170
+5
625
$6K ﹤0.01%
105
+26
23 24
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