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
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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26
835
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33
-28
836
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+49
837
$2K ﹤0.01%
8
838
$2K ﹤0.01%
44
-17
839
$2K ﹤0.01%
32
+13
840
$2K ﹤0.01%
24
+7
841
$2K ﹤0.01%
70
-6
842
$2K ﹤0.01%
146
843
$2K ﹤0.01%
16
-3
844
$2K ﹤0.01%
15
845
$2K ﹤0.01%
+45
846
$2K ﹤0.01%
26
+6
847
$2K ﹤0.01%
22
848
$2K ﹤0.01%
81
849
$2K ﹤0.01%
+113
850
$2K ﹤0.01%
102
-222
32 33
34
35 36