EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
51
$1.2M 0.12%
16,900
+3,920
52
$1.19M 0.11%
5,218
-734
53
$1.18M 0.11%
47,685
+23,633
54
$1.17M 0.11%
43,196
-3,463
55
$1.17M 0.11%
17,992
-7,017
56
$1.15M 0.11%
+80,000
57
$1.1M 0.11%
34,642
-790
58
$1.07M 0.1%
73,994
-23,689
59
$1.05M 0.1%
4,872
+19
60
$1.03M 0.1%
7,637
+6,703
61
$988K 0.1%
4,448
+1,943
62
$980K 0.1%
11,823
-6,416
63
$980K 0.1%
23,541
-38
64
$969K 0.09%
8,107
+405
65
$954K 0.09%
68,522
+15,170
66
$949K 0.09%
4,913
-523
67
$936K 0.09%
17,460
68
$926K 0.09%
13,331
+881
69
$915K 0.09%
10,752
+3,285
70
$895K 0.09%
11,579
71
$893K 0.09%
8,169
-955
72
$893K 0.09%
3,223
+11
73
$884K 0.09%
9,692
-11
74
$880K 0.09%
2,977
-1
75
$850K 0.08%
3,942
+169
1 2
3
4 5