EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1001
$1K ﹤0.01%
7
1002
$1K ﹤0.01%
42
-13
1003
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1004
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13
-3
1005
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161
-617
1006
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38
-17,661
1007
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1008
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1009
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-25
1010
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1011
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1012
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1013
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1014
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11
-22
1015
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-298
1016
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+49
1017
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+460
1018
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6
1019
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+62
1020
$1K ﹤0.01%
16
-3
1021
$1K ﹤0.01%
131
1022
$1K ﹤0.01%
181
+71
1023
$1K ﹤0.01%
30
+6
1024
$1K ﹤0.01%
42
1025
$1K ﹤0.01%
20
+10
39 40
41
42 43