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
676
$5K ﹤0.01%
1,354
677
$5K ﹤0.01%
44
-6
678
$5K ﹤0.01%
68
+48
679
$5K ﹤0.01%
33
-13
680
$5K ﹤0.01%
39
681
$5K ﹤0.01%
132
682
$5K ﹤0.01%
275
-25
683
$5K ﹤0.01%
196
+176
684
$5K ﹤0.01%
292
+52
685
$5K ﹤0.01%
140
686
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182
+44
687
$5K ﹤0.01%
23
+13
688
$5K ﹤0.01%
254
-12
689
$5K ﹤0.01%
45
690
$5K ﹤0.01%
521
+334
691
$5K ﹤0.01%
+28
692
$5K ﹤0.01%
611
+122
693
$5K ﹤0.01%
7,500
694
$4K ﹤0.01%
50
-11
695
$4K ﹤0.01%
15
696
$4K ﹤0.01%
81
-32
697
$4K ﹤0.01%
180
-4
698
$4K ﹤0.01%
+1,321
699
$4K ﹤0.01%
100
+32
700
$4K ﹤0.01%
220
+166
26 27
28
29 30