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
926
$2K ﹤0.01%
+20
927
$2K ﹤0.01%
+329
928
$2K ﹤0.01%
+27
929
$2K ﹤0.01%
+65
930
$2K ﹤0.01%
+292
931
$2K ﹤0.01%
+396
932
$2K ﹤0.01%
+33
933
$1K ﹤0.01%
103
934
$1K ﹤0.01%
50
-113
935
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+16
936
$1K ﹤0.01%
+38
937
$1K ﹤0.01%
+238
938
$1K ﹤0.01%
84
-25
939
$1K ﹤0.01%
20
940
$1K ﹤0.01%
56
941
$1K ﹤0.01%
+63
942
$1K ﹤0.01%
12
943
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48
944
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+49
945
$1K ﹤0.01%
7
-7
946
$1K ﹤0.01%
15
-4
947
$1K ﹤0.01%
50
948
$1K ﹤0.01%
+82
949
$1K ﹤0.01%
12
950
$1K ﹤0.01%
145
-103
36 37
38
39 40