EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
101
$594K 0.06%
2,320
102
$587K 0.06%
13,960
-15,287
103
$575K 0.06%
2,461
-243
104
$569K 0.06%
9,344
-304
105
$555K 0.05%
17,887
-1,347
106
$539K 0.05%
9,777
-465
107
$531K 0.05%
3,196
+12
108
$527K 0.05%
15,000
-3,100
109
$515K 0.05%
29,215
+12,640
110
$512K 0.05%
1,568
-370
111
$506K 0.05%
3,082
112
$499K 0.05%
10,003
-2,413
113
$497K 0.05%
1,983
-623
114
$495K 0.05%
32,260
115
$490K 0.05%
1,125
-5
116
$480K 0.05%
2,255
-4
117
$466K 0.05%
10,332
-425
118
$458K 0.04%
3,199
119
$457K 0.04%
1,936
-131
120
$457K 0.04%
16,227
-5,968
121
$455K 0.04%
3,688
-2
122
$449K 0.04%
4,295
+2,745
123
$445K 0.04%
+8,000
124
$441K 0.04%
19,318
-2,834
125
$439K 0.04%
1,084
-6
3 4
5
6 7