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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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%
210
677
$5K ﹤0.01%
1,000
678
$5K ﹤0.01%
92
+27
679
$5K ﹤0.01%
521
+334
680
$5K ﹤0.01%
+28
681
$5K ﹤0.01%
127
-2
682
$5K ﹤0.01%
118
683
$5K ﹤0.01%
185
684
$5K ﹤0.01%
340
685
$5K ﹤0.01%
66
686
$5K ﹤0.01%
57
-626
687
$5K ﹤0.01%
+92
688
$5K ﹤0.01%
500
689
$5K ﹤0.01%
1,354
690
$5K ﹤0.01%
611
+122
691
$5K ﹤0.01%
7,500
692
$5K ﹤0.01%
170
+8
693
$5K ﹤0.01%
433
-156
694
$4K ﹤0.01%
64
-1
695
$4K ﹤0.01%
31
696
$4K ﹤0.01%
50
-11
697
$4K ﹤0.01%
15
698
$4K ﹤0.01%
20
-8
699
$4K ﹤0.01%
+339
700
$4K ﹤0.01%
+44
26 27
28
29 30