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
751
$4K ﹤0.01%
15
+3
752
$4K ﹤0.01%
121
+37
753
$4K ﹤0.01%
56
754
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50
-11
755
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15
756
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81
-32
757
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180
-4
758
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+1,321
759
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100
+32
760
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220
+166
761
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200
762
$4K ﹤0.01%
350
-166
763
$4K ﹤0.01%
99
764
$4K ﹤0.01%
350
+194
765
$3K ﹤0.01%
11
766
$3K ﹤0.01%
76
+52
767
$3K ﹤0.01%
127
768
$3K ﹤0.01%
758
-134
769
$3K ﹤0.01%
148
-16
770
$3K ﹤0.01%
+39
771
$3K ﹤0.01%
+32
772
$3K ﹤0.01%
42
+12
773
$3K ﹤0.01%
53
774
$3K ﹤0.01%
276
775
$3K ﹤0.01%
45
29 30
31
32 33