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%
+1,321
727
$4K ﹤0.01%
100
+32
728
$4K ﹤0.01%
15
+3
729
$4K ﹤0.01%
350
-166
730
$4K ﹤0.01%
99
731
$4K ﹤0.01%
121
+37
732
$4K ﹤0.01%
56
733
$4K ﹤0.01%
31
734
$4K ﹤0.01%
50
-11
735
$4K ﹤0.01%
15
736
$4K ﹤0.01%
20
-8
737
$4K ﹤0.01%
+339
738
$4K ﹤0.01%
+44
739
$4K ﹤0.01%
246
-499
740
$4K ﹤0.01%
104
-5
741
$4K ﹤0.01%
+110
742
$4K ﹤0.01%
433
-28
743
$4K ﹤0.01%
5,000
744
$4K ﹤0.01%
4,059
+3,639
745
$4K ﹤0.01%
72
746
$4K ﹤0.01%
64
-1
747
$4K ﹤0.01%
42
-5
748
$4K ﹤0.01%
350
+298
749
$4K ﹤0.01%
44
750
$4K ﹤0.01%
+406
28 29
30
31 32