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
1001
$1K ﹤0.01%
44
+3
1002
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10
1003
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27
1004
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7
1005
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42
-13
1006
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14
1007
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13
-3
1008
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161
-617
1009
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38
-17,661
1010
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1011
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43
+3
1014
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10
-9
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200
-355
1016
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1017
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1019
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$1K ﹤0.01%
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-298
1021
$1K ﹤0.01%
+49
1022
$1K ﹤0.01%
+460
1023
$1K ﹤0.01%
6
1024
$1K ﹤0.01%
+62
1025
$1K ﹤0.01%
16
-3
39 40
41
42 43