EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
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
726
$4K ﹤0.01%
5,000
727
$4K ﹤0.01%
4,059
+3,639
728
$4K ﹤0.01%
72
729
$4K ﹤0.01%
64
-1
730
$4K ﹤0.01%
42
-5
731
$4K ﹤0.01%
350
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732
$4K ﹤0.01%
44
733
$4K ﹤0.01%
+406
734
$4K ﹤0.01%
265
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735
$4K ﹤0.01%
315
736
$4K ﹤0.01%
248
-40
737
$4K ﹤0.01%
102
-98
738
$4K ﹤0.01%
84
739
$4K ﹤0.01%
50
+35
740
$4K ﹤0.01%
210
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741
$4K ﹤0.01%
297
742
$4K ﹤0.01%
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743
$4K ﹤0.01%
22
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744
$4K ﹤0.01%
55
745
$4K ﹤0.01%
35
746
$4K ﹤0.01%
30
747
$4K ﹤0.01%
206
+194
748
$4K ﹤0.01%
487
+389
749
$4K ﹤0.01%
373
+335
750
$4K ﹤0.01%
92
28 29
30
31 32