We are live on ! Find out more
EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
776
$3K ﹤0.01%
42
+12
777
$3K ﹤0.01%
53
778
$3K ﹤0.01%
276
779
$3K ﹤0.01%
45
780
$3K ﹤0.01%
95
781
$3K ﹤0.01%
43
+6
782
$3K ﹤0.01%
1,354
783
$3K ﹤0.01%
+65
784
$3K ﹤0.01%
130
+47
785
$3K ﹤0.01%
+73
786
$3K ﹤0.01%
100
787
$3K ﹤0.01%
+102
788
$3K ﹤0.01%
32
789
$3K ﹤0.01%
259
+142
790
$3K ﹤0.01%
+219
791
$3K ﹤0.01%
24
-4
792
$3K ﹤0.01%
+376
793
$3K ﹤0.01%
30
794
$3K ﹤0.01%
14
-3
795
$3K ﹤0.01%
10
+3
796
$3K ﹤0.01%
114
-3
797
$3K ﹤0.01%
163
-13
798
$3K ﹤0.01%
112
799
$3K ﹤0.01%
76
800
$3K ﹤0.01%
330
-31
30 31
32
33 34