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
851
$2K ﹤0.01%
40
-11
852
$2K ﹤0.01%
133
+43
853
$2K ﹤0.01%
108
854
$2K ﹤0.01%
30
855
$2K ﹤0.01%
95
856
$2K ﹤0.01%
34
+22
857
$2K ﹤0.01%
+26
858
$2K ﹤0.01%
+21
859
$2K ﹤0.01%
128
860
$2K ﹤0.01%
240
861
$2K ﹤0.01%
+281
862
$2K ﹤0.01%
88
863
$2K ﹤0.01%
38
-13
864
$2K ﹤0.01%
130
-107
865
$2K ﹤0.01%
+106
866
$2K ﹤0.01%
+90
867
$2K ﹤0.01%
29
868
$2K ﹤0.01%
+46
869
$2K ﹤0.01%
20
870
$2K ﹤0.01%
60
+5
871
$2K ﹤0.01%
57
+48
872
$2K ﹤0.01%
58
+31
873
$2K ﹤0.01%
11
-3
874
$2K ﹤0.01%
43
+34
875
$2K ﹤0.01%
36
-2
33 34
35
36 37