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
126
$429K 0.04%
7,754
+5,352
127
$426K 0.04%
113,500
128
$411K 0.04%
7,181
+402
129
$410K 0.04%
6,820
-1,952
130
$410K 0.04%
35,113
+21,158
131
$405K 0.04%
46,020
+7,056
132
$393K 0.04%
8,428
-6,777
133
$391K 0.04%
2,087
-1,031
134
$384K 0.04%
4,645
-660
135
$383K 0.04%
23,238
-25,628
136
$382K 0.04%
1,288
+2
137
$357K 0.03%
5,787
-8
138
$355K 0.03%
7,886
139
$355K 0.03%
4,821
-1,276
140
$351K 0.03%
4,059
-752
141
$350K 0.03%
1,733
142
$346K 0.03%
2,312
143
$345K 0.03%
1,789
144
$341K 0.03%
1,706
145
$333K 0.03%
14,622
-2,724
146
$324K 0.03%
29,082
+18,647
147
$319K 0.03%
3,840
148
$309K 0.03%
3,385
149
$307K 0.03%
34,604
150
$306K 0.03%
2,197
+2
4 5
6
7 8