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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
1001
$1K ﹤0.01%
30
-8
1002
$1K ﹤0.01%
11
1003
$1K ﹤0.01%
594
+248
1004
$1K ﹤0.01%
254
-297
1005
$1K ﹤0.01%
21
-7,238
1006
$1K ﹤0.01%
24
1007
$1K ﹤0.01%
19
1008
$1K ﹤0.01%
38
1009
$1K ﹤0.01%
38
1010
$1K ﹤0.01%
59
-15
1011
$1K ﹤0.01%
16
-22
1012
$1K ﹤0.01%
36
-5
1013
$1K ﹤0.01%
15
-1,989
1014
$1K ﹤0.01%
+63
1015
$1K ﹤0.01%
77
1016
$1K ﹤0.01%
8
1017
$1K ﹤0.01%
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-43
1018
$1K ﹤0.01%
15
-1
1019
$1K ﹤0.01%
84
-47
1020
$1K ﹤0.01%
100
-26
1021
$1K ﹤0.01%
40
+9
1022
$1K ﹤0.01%
12
-9
1023
$1K ﹤0.01%
3
+1
1024
$1K ﹤0.01%
+6
1025
$1K ﹤0.01%
160
-73
39 40
41
42 43