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
1051
$1K ﹤0.01%
160
-73
1052
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9
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3
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70
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+590
1061
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41
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1062
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+27
1064
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22
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16
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52
1068
– –
-6
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$0 ﹤0.01%
3
1070
– –
-283
1071
– –
-28
1072
– –
-28
1073
– –
-33
1074
– –
-2,000
1075
$0 ﹤0.01%
9
-18
41 42
43
44 45