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
701
$4K ﹤0.01%
433
-28
702
$4K ﹤0.01%
716
+525
703
$4K ﹤0.01%
265
+140
704
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315
705
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248
-40
706
$4K ﹤0.01%
102
-98
707
$4K ﹤0.01%
84
708
$4K ﹤0.01%
1,340
+1,303
709
$4K ﹤0.01%
+50
710
$4K ﹤0.01%
109
+33
711
$4K ﹤0.01%
95
+26
712
$4K ﹤0.01%
102
-19
713
$4K ﹤0.01%
84
714
$4K ﹤0.01%
+151
715
$4K ﹤0.01%
5,000
716
$4K ﹤0.01%
4,059
+3,639
717
$4K ﹤0.01%
72
718
$4K ﹤0.01%
64
-1
719
$4K ﹤0.01%
42
-5
720
$4K ﹤0.01%
350
+298
721
$4K ﹤0.01%
44
722
$4K ﹤0.01%
+406
723
$4K ﹤0.01%
39
-3
724
$4K ﹤0.01%
67
+3
725
$4K ﹤0.01%
50
+35
27 28
29
30 31