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
1076
– –
-8
1077
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-210
1078
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1079
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1080
$0 ﹤0.01%
67
1081
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80
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1082
$0 ﹤0.01%
+5
1083
$0 ﹤0.01%
24
1084
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97
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1085
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13
1086
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1087
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4
-2
1088
$0 ﹤0.01%
+16
1089
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1091
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-618
1092
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1093
– –
-1,590
1094
– –
-500
1095
– –
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1096
– –
-16
1097
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$0 ﹤0.01%
39
1099
– –
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1100
$0 ﹤0.01%
144
42 43
44
45 46