EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
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%
935
+272
653
$5K ﹤0.01%
16
654
$5K ﹤0.01%
107
655
$5K ﹤0.01%
159
-693
656
$5K ﹤0.01%
405
657
$5K ﹤0.01%
170
+8
658
$5K ﹤0.01%
433
-156
659
$5K ﹤0.01%
53
+16
660
$5K ﹤0.01%
106
-7
661
$5K ﹤0.01%
92
-1,974
662
$5K ﹤0.01%
366
+283
663
$5K ﹤0.01%
1,179
-95
664
$5K ﹤0.01%
535
+169
665
$5K ﹤0.01%
210
666
$5K ﹤0.01%
1,000
667
$5K ﹤0.01%
92
+27
668
$5K ﹤0.01%
127
-2
669
$5K ﹤0.01%
118
670
$5K ﹤0.01%
185
671
$5K ﹤0.01%
340
672
$5K ﹤0.01%
66
673
$5K ﹤0.01%
57
-626
674
$5K ﹤0.01%
+92
675
$5K ﹤0.01%
500
25 26
27
28 29