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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
1201
$0 ﹤0.01%
+45
1202
$0 ﹤0.01%
9
+1
1203
– –
-18
1204
– –
-56,030
1205
$0 ﹤0.01%
18
1206
– –
-288
1207
– –
-1,500
1208
$0 ﹤0.01%
115
+2
1209
– –
-198
1210
$0 ﹤0.01%
33
1211
$0 ﹤0.01%
4
-1
1212
– –
-147
1213
– –
-18
1214
– –
-4,999
1215
$0 ﹤0.01%
9
-74
1216
– –
-239
1217
– –
-45
1218
– –
-31
1219
– –
-25
1220
$0 ﹤0.01%
30
1221
– –
-6
1222
$0 ﹤0.01%
3
1223
– –
-283
1224
– –
-30
1225
– –
-28
47 48
49
50 51