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
801
$3K ﹤0.01%
10
+3
802
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114
-3
803
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163
-13
804
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112
805
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76
806
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330
-31
807
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37
808
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+38
809
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27
-3
810
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300
811
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+586
812
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63
813
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58
814
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30
-3
815
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411
-3
816
$3K ﹤0.01%
116
817
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50
819
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+17
820
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31
-4
821
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67
-496
822
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22
823
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76
-125
824
$3K ﹤0.01%
118
+80
825
$3K ﹤0.01%
+38
31 32
33
34 35