EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
651
$6K ﹤0.01%
+204
652
$5K ﹤0.01%
39
653
$5K ﹤0.01%
132
654
$5K ﹤0.01%
275
-25
655
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23
+13
656
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254
-12
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45
658
$5K ﹤0.01%
935
+272
659
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16
660
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107
661
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+28
662
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127
-2
663
$5K ﹤0.01%
118
664
$5K ﹤0.01%
185
665
$5K ﹤0.01%
340
666
$5K ﹤0.01%
66
667
$5K ﹤0.01%
57
-626
668
$5K ﹤0.01%
7,500
669
$5K ﹤0.01%
44
-6
670
$5K ﹤0.01%
68
+48
671
$5K ﹤0.01%
33
-13
672
$5K ﹤0.01%
196
+176
673
$5K ﹤0.01%
292
+52
674
$5K ﹤0.01%
140
675
$5K ﹤0.01%
182
+44
25 26
27
28 29