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
876
$2K ﹤0.01%
128
877
$2K ﹤0.01%
240
878
$2K ﹤0.01%
+281
879
$2K ﹤0.01%
88
880
$2K ﹤0.01%
38
-13
881
$2K ﹤0.01%
130
-107
882
$2K ﹤0.01%
29
883
$2K ﹤0.01%
+46
884
$2K ﹤0.01%
183
+161
885
$2K ﹤0.01%
31
+3
886
$2K ﹤0.01%
107
+10
887
$2K ﹤0.01%
3
888
$2K ﹤0.01%
7
889
$2K ﹤0.01%
3
-3
890
$2K ﹤0.01%
564
891
$2K ﹤0.01%
+113
892
$2K ﹤0.01%
4
893
$2K ﹤0.01%
39
+6
894
$2K ﹤0.01%
55
895
$2K ﹤0.01%
+98
896
$2K ﹤0.01%
138
-43
897
$2K ﹤0.01%
41
-486
898
$2K ﹤0.01%
24
899
$2K ﹤0.01%
64
-1
900
$2K ﹤0.01%
+128
34 35
36
37 38