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
676
$5K ﹤0.01%
159
-693
677
$5K ﹤0.01%
405
678
$5K ﹤0.01%
170
+8
679
$5K ﹤0.01%
433
-156
680
$5K ﹤0.01%
53
+16
681
$5K ﹤0.01%
106
-7
682
$5K ﹤0.01%
92
-1,974
683
$5K ﹤0.01%
366
+283
684
$5K ﹤0.01%
1,179
-95
685
$5K ﹤0.01%
535
+169
686
$5K ﹤0.01%
210
687
$5K ﹤0.01%
1,000
688
$5K ﹤0.01%
521
+334
689
$5K ﹤0.01%
+92
690
$5K ﹤0.01%
500
691
$5K ﹤0.01%
1,354
692
$5K ﹤0.01%
611
+122
693
$5K ﹤0.01%
92
+27
694
$4K ﹤0.01%
31
695
$4K ﹤0.01%
20
-8
696
$4K ﹤0.01%
+339
697
$4K ﹤0.01%
+44
698
$4K ﹤0.01%
246
-499
699
$4K ﹤0.01%
104
-5
700
$4K ﹤0.01%
+110
26 27
28
29 30