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
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%
52
934
$1K ﹤0.01%
103
935
$1K ﹤0.01%
50
-113
936
$1K ﹤0.01%
+16
937
$1K ﹤0.01%
+38
938
$1K ﹤0.01%
84
-25
939
$1K ﹤0.01%
68
-428
940
$1K ﹤0.01%
120
+97
941
$1K ﹤0.01%
25
-70
942
$1K ﹤0.01%
+238
943
$1K ﹤0.01%
+134
944
$1K ﹤0.01%
24
945
$1K ﹤0.01%
301
+262
946
$1K ﹤0.01%
9
947
$1K ﹤0.01%
7
-10
948
$1K ﹤0.01%
13
-3
949
$1K ﹤0.01%
12
950
$1K ﹤0.01%
48
36 37
38
39 40