EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
801
$3K ﹤0.01%
+38
802
$3K ﹤0.01%
91
+75
803
$3K ﹤0.01%
+110
804
$3K ﹤0.01%
+115
805
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13
-4
806
$3K ﹤0.01%
117
+73
807
$3K ﹤0.01%
222
+180
808
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192
+67
809
$3K ﹤0.01%
54
810
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66
-4
811
$3K ﹤0.01%
97
-39
812
$3K ﹤0.01%
169
813
$3K ﹤0.01%
+181
814
$3K ﹤0.01%
+423
815
$3K ﹤0.01%
44
-6
816
$3K ﹤0.01%
55
-75
817
$3K ﹤0.01%
28
818
$3K ﹤0.01%
95
819
$3K ﹤0.01%
43
+6
820
$3K ﹤0.01%
1,354
821
$3K ﹤0.01%
+65
822
$3K ﹤0.01%
130
+47
823
$3K ﹤0.01%
+73
824
$3K ﹤0.01%
100
825
$3K ﹤0.01%
+102
31 32
33
34 35