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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
1101
$0 ﹤0.01%
21
1102
$0 ﹤0.01%
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1103
– –
-1
1104
$0 ﹤0.01%
30
1105
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-170
1106
– –
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1107
– –
-14,500
1108
– –
-226
1109
– –
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1110
– –
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1111
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1112
$0 ﹤0.01%
7
1113
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-96
1114
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1115
$0 ﹤0.01%
+30
1116
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-30
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1119
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1120
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18
1121
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-99
1122
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5
1123
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4
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– –
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1125
$0 ﹤0.01%
15
43 44
45
46 47