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
701
$4K ﹤0.01%
34
+25
702
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676
703
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240
-19
704
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30
705
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206
+194
706
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487
+389
707
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373
+335
708
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709
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61
-1,000
710
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350
+194
711
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1,340
+1,303
712
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+50
713
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109
+33
714
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95
+26
715
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102
-19
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84
717
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7
718
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719
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141
720
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15
-3
721
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165
-20
722
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130
-58
723
$4K ﹤0.01%
+151
724
$4K ﹤0.01%
81
-32
725
$4K ﹤0.01%
180
-4
27 28
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30 31