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
1076
– –
-34
1077
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1078
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1079
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-62
1080
– –
-1,590
1081
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-500
1082
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-41
1083
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-16
1084
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-9
1085
$0 ﹤0.01%
39
1086
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-52
1087
$0 ﹤0.01%
7
1088
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-30
1089
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1090
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1091
$0 ﹤0.01%
10
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1092
$0 ﹤0.01%
24
+2
1093
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-3
1094
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-780
1095
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1096
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1097
– –
-83
1098
$0 ﹤0.01%
46
-101
1099
– –
-158
1100
– –
-370
42 43
44
45 46