EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
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
826
$3K ﹤0.01%
91
+75
827
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+110
828
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+115
829
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13
-4
830
$3K ﹤0.01%
117
+73
831
$3K ﹤0.01%
222
+180
832
$3K ﹤0.01%
74
-179
833
$3K ﹤0.01%
24
834
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+106
835
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+90
836
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20
837
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208
-296
838
$2K ﹤0.01%
16
-3
839
$2K ﹤0.01%
15
840
$2K ﹤0.01%
+45
841
$2K ﹤0.01%
26
+6
842
$2K ﹤0.01%
22
843
$2K ﹤0.01%
81
844
$2K ﹤0.01%
+113
845
$2K ﹤0.01%
67
846
$2K ﹤0.01%
+10
847
$2K ﹤0.01%
225
848
$2K ﹤0.01%
60
+5
849
$2K ﹤0.01%
57
+48
850
$2K ﹤0.01%
58
+31
32 33
34
35 36