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
651
$6K ﹤0.01%
+204
652
$5K ﹤0.01%
170
+8
653
$5K ﹤0.01%
44
-6
654
$5K ﹤0.01%
68
+48
655
$5K ﹤0.01%
33
-13
656
$5K ﹤0.01%
39
657
$5K ﹤0.01%
132
658
$5K ﹤0.01%
275
-25
659
$5K ﹤0.01%
196
+176
660
$5K ﹤0.01%
292
+52
661
$5K ﹤0.01%
140
662
$5K ﹤0.01%
182
+44
663
$5K ﹤0.01%
23
+13
664
$5K ﹤0.01%
254
-12
665
$5K ﹤0.01%
45
666
$5K ﹤0.01%
935
+272
667
$5K ﹤0.01%
16
668
$5K ﹤0.01%
107
669
$5K ﹤0.01%
159
-693
670
$5K ﹤0.01%
405
671
$5K ﹤0.01%
433
-156
672
$5K ﹤0.01%
53
+16
673
$5K ﹤0.01%
106
-7
674
$5K ﹤0.01%
92
-1,974
675
$5K ﹤0.01%
366
+283
25 26
27
28 29