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
676
$5K ﹤0.01%
92
-1,974
677
$5K ﹤0.01%
366
+283
678
$5K ﹤0.01%
535
+169
679
$5K ﹤0.01%
210
680
$5K ﹤0.01%
1,000
681
$5K ﹤0.01%
92
+27
682
$5K ﹤0.01%
521
+334
683
$5K ﹤0.01%
+28
684
$5K ﹤0.01%
127
-2
685
$5K ﹤0.01%
340
686
$5K ﹤0.01%
66
687
$5K ﹤0.01%
118
688
$5K ﹤0.01%
185
689
$5K ﹤0.01%
57
-626
690
$5K ﹤0.01%
+92
691
$5K ﹤0.01%
1,354
692
$5K ﹤0.01%
611
+122
693
$5K ﹤0.01%
7,500
694
$4K ﹤0.01%
220
+166
695
$4K ﹤0.01%
37
+26
696
$4K ﹤0.01%
190
+13
697
$4K ﹤0.01%
19
698
$4K ﹤0.01%
87
699
$4K ﹤0.01%
55
700
$4K ﹤0.01%
35
26 27
28
29 30