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%
421
652
$5K ﹤0.01%
1,179
-95
653
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500
654
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44
-6
655
$5K ﹤0.01%
68
+48
656
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33
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657
$5K ﹤0.01%
39
658
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659
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275
-25
660
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196
+176
661
$5K ﹤0.01%
292
+52
662
$5K ﹤0.01%
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663
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182
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664
$5K ﹤0.01%
23
+13
665
$5K ﹤0.01%
254
-12
666
$5K ﹤0.01%
45
667
$5K ﹤0.01%
935
+272
668
$5K ﹤0.01%
16
669
$5K ﹤0.01%
107
670
$5K ﹤0.01%
159
-693
671
$5K ﹤0.01%
405
672
$5K ﹤0.01%
170
+8
673
$5K ﹤0.01%
433
-156
674
$5K ﹤0.01%
53
+16
675
$5K ﹤0.01%
106
-7
25 26
27
28 29