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
776
$3K ﹤0.01%
758
-134
777
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148
-16
778
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+39
779
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66
-4
780
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97
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781
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169
782
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+181
783
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+423
784
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44
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785
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55
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786
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787
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788
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42
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789
$3K ﹤0.01%
45
790
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95
791
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43
+6
792
$3K ﹤0.01%
1,354
793
$3K ﹤0.01%
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794
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130
+47
795
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+73
796
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100
797
$3K ﹤0.01%
24
-4
798
$3K ﹤0.01%
+376
799
$3K ﹤0.01%
30
800
$3K ﹤0.01%
14
-3
30 31
32
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