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
1026
$1K ﹤0.01%
15
-17
1027
$1K ﹤0.01%
30
-8
1028
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11
1029
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594
+248
1030
$1K ﹤0.01%
254
-297
1031
$1K ﹤0.01%
5
-7
1032
$1K ﹤0.01%
21
-7,238
1033
$1K ﹤0.01%
24
1034
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19
1035
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38
1036
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38
1037
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59
-15
1038
$1K ﹤0.01%
16
-22
1039
$1K ﹤0.01%
36
-5
1040
$1K ﹤0.01%
15
-1,989
1041
$1K ﹤0.01%
77
1042
$1K ﹤0.01%
8
1043
$1K ﹤0.01%
58
-43
1044
$1K ﹤0.01%
15
-1
1045
$1K ﹤0.01%
84
-47
1046
$1K ﹤0.01%
100
-26
1047
$1K ﹤0.01%
40
+9
1048
$1K ﹤0.01%
12
-9
1049
$1K ﹤0.01%
3
+1
1050
$1K ﹤0.01%
+6
40 41
42
43 44