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
726
$4K ﹤0.01%
35
727
$4K ﹤0.01%
34
+25
728
$4K ﹤0.01%
676
729
$4K ﹤0.01%
240
-19
730
$4K ﹤0.01%
30
731
$4K ﹤0.01%
206
+194
732
$4K ﹤0.01%
487
+389
733
$4K ﹤0.01%
373
+335
734
$4K ﹤0.01%
92
735
$4K ﹤0.01%
61
-1,000
736
$4K ﹤0.01%
350
+194
737
$4K ﹤0.01%
1,340
+1,303
738
$4K ﹤0.01%
+50
739
$4K ﹤0.01%
109
+33
740
$4K ﹤0.01%
95
+26
741
$4K ﹤0.01%
102
-19
742
$4K ﹤0.01%
84
743
$4K ﹤0.01%
7
744
$4K ﹤0.01%
180
745
$4K ﹤0.01%
141
746
$4K ﹤0.01%
15
-3
747
$4K ﹤0.01%
165
-20
748
$4K ﹤0.01%
130
-58
749
$4K ﹤0.01%
+151
750
$4K ﹤0.01%
81
-32
28 29
30
31 32