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
1026
$1K ﹤0.01%
131
1027
$1K ﹤0.01%
181
+71
1028
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30
+6
1029
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42
1030
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20
+10
1031
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56
1032
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15
-17
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-8
1034
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1035
$1K ﹤0.01%
594
+248
1036
$1K ﹤0.01%
254
-297
1037
$1K ﹤0.01%
5
-7
1038
$1K ﹤0.01%
21
-7,238
1039
$1K ﹤0.01%
24
1040
$1K ﹤0.01%
19
1041
$1K ﹤0.01%
38
1042
$1K ﹤0.01%
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1043
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59
-15
1044
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1045
$1K ﹤0.01%
36
-5
1046
$1K ﹤0.01%
15
-1,989
1047
$1K ﹤0.01%
+63
1048
$1K ﹤0.01%
77
1049
$1K ﹤0.01%
8
1050
$1K ﹤0.01%
58
-43
40 41
42
43 44