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
901
$2K ﹤0.01%
32
902
$2K ﹤0.01%
14
-5
903
$2K ﹤0.01%
+63
904
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+187
905
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127
906
$2K ﹤0.01%
+20
907
$2K ﹤0.01%
+329
908
$2K ﹤0.01%
+27
909
$2K ﹤0.01%
+65
910
$2K ﹤0.01%
+292
911
$2K ﹤0.01%
+396
912
$2K ﹤0.01%
+33
913
$2K ﹤0.01%
32
+13
914
$2K ﹤0.01%
56
915
$2K ﹤0.01%
26
916
$2K ﹤0.01%
33
-28
917
$2K ﹤0.01%
+281
918
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88
919
$2K ﹤0.01%
+3
920
$2K ﹤0.01%
207
921
$2K ﹤0.01%
960
+823
922
$2K ﹤0.01%
+16
923
$2K ﹤0.01%
+48
924
$2K ﹤0.01%
+245
925
$2K ﹤0.01%
+106
35 36
37
38 39