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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
951
$1K ﹤0.01%
+49
952
$1K ﹤0.01%
70
953
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21
-1
954
$1K ﹤0.01%
+183
955
$1K ﹤0.01%
15
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956
$1K ﹤0.01%
50
957
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26
958
$1K ﹤0.01%
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56
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960
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961
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$1K ﹤0.01%
9
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964
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25
-3
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11
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967
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102
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44
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10
971
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27
972
$1K ﹤0.01%
7
973
$1K ﹤0.01%
42
-13
974
$1K ﹤0.01%
14
975
$1K ﹤0.01%
161
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37 38
39
40 41