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
1101
– –
-234
1102
$0 ﹤0.01%
53
+26
1103
$0 ﹤0.01%
24
+2
1104
– –
-3
1105
– –
-780
1106
– –
-616
1107
– –
-189
1108
– –
-82
1109
– –
-83
1110
$0 ﹤0.01%
46
-101
1111
$0 ﹤0.01%
+10
1112
– –
-457
1113
– –
-2,620
1114
– –
-33
1115
– –
-976
1116
$0 ﹤0.01%
21
1117
$0 ﹤0.01%
+64
1118
– –
-1
1119
$0 ﹤0.01%
30
1120
– –
-170
1121
– –
-479
1122
– –
-14,500
1123
– –
-226
1124
$0 ﹤0.01%
7
1125
– –
-106
43 44
45
46 47