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
726
$4K ﹤0.01%
210
+142
727
$4K ﹤0.01%
297
728
$4K ﹤0.01%
+118
729
$4K ﹤0.01%
22
-13
730
$4K ﹤0.01%
55
731
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35
732
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34
+25
733
$4K ﹤0.01%
676
734
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240
-19
735
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30
736
$4K ﹤0.01%
206
+194
737
$4K ﹤0.01%
487
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738
$4K ﹤0.01%
373
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739
$4K ﹤0.01%
92
740
$4K ﹤0.01%
61
-1,000
741
$4K ﹤0.01%
7
742
$4K ﹤0.01%
180
743
$4K ﹤0.01%
141
744
$4K ﹤0.01%
15
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745
$4K ﹤0.01%
165
-20
746
$4K ﹤0.01%
130
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747
$4K ﹤0.01%
37
+26
748
$4K ﹤0.01%
190
+13
749
$4K ﹤0.01%
19
750
$4K ﹤0.01%
87
28 29
30
31 32