EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
76
$848K 0.08%
58,704
77
$839K 0.08%
3,246
+2,945
78
$834K 0.08%
4,343
+187
79
$824K 0.08%
8,397
+3,712
80
$797K 0.08%
4,577
+109
81
$766K 0.07%
24,636
-414
82
$756K 0.07%
9,602
+67
83
$742K 0.07%
2,663
+218
84
$739K 0.07%
3,852
-1,299
85
$738K 0.07%
+6,664
86
$729K 0.07%
10,125
+285
87
$729K 0.07%
9,741
88
$729K 0.07%
22,304
-51
89
$706K 0.07%
61,000
-194
90
$673K 0.07%
5,088
-730
91
$664K 0.06%
17,544
+10,790
92
$652K 0.06%
35,239
+3,203
93
$637K 0.06%
287,018
94
$635K 0.06%
5,870
-1,720
95
$633K 0.06%
8,439
-2,897
96
$624K 0.06%
3,977
-676
97
$624K 0.06%
4,427
-302
98
$619K 0.06%
43,199
+56
99
$611K 0.06%
1,343
+38
100
$608K 0.06%
8,967
-25
2 3
4
5 6