EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
1126
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-376
1127
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-3
1128
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-30
1129
$0 ﹤0.01%
+236
1130
$0 ﹤0.01%
6
1131
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-177
1132
$0 ﹤0.01%
18
1133
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-99
1134
$0 ﹤0.01%
5
1135
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4
1136
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8
1137
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7
1138
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+109
1139
– –
-47
1140
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1141
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1143
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1144
– –
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1145
$0 ﹤0.01%
4
1146
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14
1147
$0 ﹤0.01%
3
-104
1148
– –
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1149
$0 ﹤0.01%
+23
1150
$0 ﹤0.01%
89
-15
44 45
46
47 48