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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
1026
$1K ﹤0.01%
9
-32
1027
$1K ﹤0.01%
54
1028
$1K ﹤0.01%
3
-3
1029
$1K ﹤0.01%
16
-9
1030
$1K ﹤0.01%
70
+47
1031
$1K ﹤0.01%
+56
1032
$1K ﹤0.01%
91
1033
$1K ﹤0.01%
54
-1
1034
$1K ﹤0.01%
+590
1035
$1K ﹤0.01%
+38
1036
$1K ﹤0.01%
+238
1037
$1K ﹤0.01%
+134
1038
$1K ﹤0.01%
19
-26
1039
$1K ﹤0.01%
60
-11,459
1040
$1K ﹤0.01%
10
1041
$1K ﹤0.01%
41
-6,174
1042
$1K ﹤0.01%
194
1043
$1K ﹤0.01%
+27
1044
$1K ﹤0.01%
22
-5
1045
$1K ﹤0.01%
+11
1046
$1K ﹤0.01%
16
-6
1047
$1K ﹤0.01%
52
1048
$1K ﹤0.01%
103
1049
$1K ﹤0.01%
50
-113
1050
$1K ﹤0.01%
+16
40 41
42
43 44