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
776
$3K ﹤0.01%
192
+67
777
$3K ﹤0.01%
54
778
$3K ﹤0.01%
11
779
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76
+52
780
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127
781
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758
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782
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148
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783
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+423
784
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44
-6
785
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55
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786
$3K ﹤0.01%
28
787
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42
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788
$3K ﹤0.01%
53
789
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276
790
$3K ﹤0.01%
45
791
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95
792
$3K ﹤0.01%
43
+6
793
$3K ﹤0.01%
1,354
794
$3K ﹤0.01%
+65
795
$3K ﹤0.01%
130
+47
796
$3K ﹤0.01%
+73
797
$3K ﹤0.01%
100
798
$3K ﹤0.01%
+102
799
$3K ﹤0.01%
32
800
$3K ﹤0.01%
259
+142
30 31
32
33 34