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
1126
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-20
1127
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-45
1128
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-30
1129
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-9
1130
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-25
1131
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-2
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-86
1133
$0 ﹤0.01%
3
1134
$0 ﹤0.01%
10
1135
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-4,200
1136
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+23
1137
$0 ﹤0.01%
89
-15
1138
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-5
1139
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-2,332
1140
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-1,500
1141
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1142
$0 ﹤0.01%
15
1143
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-4,780
1144
– –
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1145
$0 ﹤0.01%
+12
1146
$0 ﹤0.01%
89
-2,417
1147
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1148
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-296
1149
$0 ﹤0.01%
+154
1150
$0 ﹤0.01%
200
44 45
46
47 48