EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
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
1201
– –
-86
1202
– –
-368
1203
– –
-85
1204
– –
-84
1205
– –
-138
1206
– –
-1,000
1207
$0 ﹤0.01%
4
1208
$0 ﹤0.01%
+23
1209
$0 ﹤0.01%
89
-15
1210
– –
-75
1211
– –
-37,200
1212
$0 ﹤0.01%
11
-12
1213
$0 ﹤0.01%
18
-8
1214
– –
-60
1215
– –
-5
1216
– –
-20
1217
$0 ﹤0.01%
52
-170
1218
$0 ﹤0.01%
11
-33
1219
– –
-6
1220
$0 ﹤0.01%
42
-420
1221
– –
-1,500
1222
– –
-2,332
1223
– –
-7
1224
$0 ﹤0.01%
15
1225
– –
-4,780
47 48
49
50 51