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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
976
$1K ﹤0.01%
38
-17,661
977
$1K ﹤0.01%
171
-44
978
$1K ﹤0.01%
7
979
$1K ﹤0.01%
104
-25
980
$1K ﹤0.01%
43
+3
981
$1K ﹤0.01%
10
-9
982
$1K ﹤0.01%
200
-355
983
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61
984
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18
-4
985
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41
986
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198
987
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11
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988
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37
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989
$1K ﹤0.01%
+49
990
$1K ﹤0.01%
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991
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6
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$1K ﹤0.01%
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$1K ﹤0.01%
16
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131
995
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181
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$1K ﹤0.01%
30
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997
$1K ﹤0.01%
42
998
$1K ﹤0.01%
20
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999
$1K ﹤0.01%
56
1000
$1K ﹤0.01%
15
-17
38 39
40
41 42