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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
801
$3K ﹤0.01%
37
802
$3K ﹤0.01%
+38
803
$3K ﹤0.01%
300
804
$3K ﹤0.01%
+586
805
$3K ﹤0.01%
63
806
$3K ﹤0.01%
58
807
$3K ﹤0.01%
30
-3
808
$3K ﹤0.01%
411
-3
809
$3K ﹤0.01%
116
810
$3K ﹤0.01%
19
-19
811
$3K ﹤0.01%
50
812
$3K ﹤0.01%
+17
813
$3K ﹤0.01%
31
-4
814
$3K ﹤0.01%
67
-496
815
$3K ﹤0.01%
22
816
$3K ﹤0.01%
76
-125
817
$3K ﹤0.01%
118
+80
818
$3K ﹤0.01%
+38
819
$3K ﹤0.01%
91
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820
$3K ﹤0.01%
+115
821
$3K ﹤0.01%
13
-4
822
$3K ﹤0.01%
117
+73
823
$3K ﹤0.01%
222
+180
824
$3K ﹤0.01%
74
-179
825
$3K ﹤0.01%
24
31 32
33
34 35