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
751
$4K ﹤0.01%
39
-3
752
$4K ﹤0.01%
67
+3
753
$4K ﹤0.01%
716
+525
754
$4K ﹤0.01%
265
+140
755
$4K ﹤0.01%
315
756
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248
-40
757
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102
-98
758
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84
759
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210
+142
760
$4K ﹤0.01%
297
761
$4K ﹤0.01%
+118
762
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22
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763
$4K ﹤0.01%
200
764
$4K ﹤0.01%
50
+35
765
$3K ﹤0.01%
192
+67
766
$3K ﹤0.01%
53
767
$3K ﹤0.01%
276
768
$3K ﹤0.01%
+102
769
$3K ﹤0.01%
32
770
$3K ﹤0.01%
259
+142
771
$3K ﹤0.01%
+219
772
$3K ﹤0.01%
54
773
$3K ﹤0.01%
11
774
$3K ﹤0.01%
76
+52
775
$3K ﹤0.01%
127
29 30
31
32 33