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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
1126
– –
-4,780
1127
$0 ﹤0.01%
+12
1128
– –
-500
1129
– –
-8
1130
– –
-270
1131
– –
-5
1132
– –
-2,332
1133
– –
-1,500
1134
– –
-24
1135
$0 ﹤0.01%
66
-25
1136
– –
-210
1137
$0 ﹤0.01%
38
1138
$0 ﹤0.01%
8
1139
$0 ﹤0.01%
7
1140
$0 ﹤0.01%
+109
1141
$0 ﹤0.01%
33
+2
1142
– –
0
1143
– –
-754
1144
$0 ﹤0.01%
3
-3
1145
– –
-95
1146
– –
-376
1147
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-3
1148
– –
-47
1149
– –
-73
1150
$0 ﹤0.01%
+13
44 45
46
47 48