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
151
$306K 0.03%
2,352
-129
152
$305K 0.03%
19,000
153
$304K 0.03%
32,000
+4,640
154
$300K 0.03%
988
-124
155
$300K 0.03%
3,450
+1,625
156
$298K 0.03%
1,728
+108
157
$298K 0.03%
2,083
158
$290K 0.03%
936
159
$289K 0.03%
+78,000
160
$286K 0.03%
3,126
-610
161
$282K 0.03%
7,935
162
$282K 0.03%
4,467
-1,881
163
$281K 0.03%
27,667
-5,501
164
$279K 0.03%
9,630
165
$278K 0.03%
5,115
-7
166
$276K 0.03%
3,418
+2,818
167
$273K 0.03%
1,990
+989
168
$271K 0.03%
5,616
+60
169
$261K 0.03%
3,443
+1,698
170
$261K 0.03%
3,600
171
$257K 0.02%
52,345
172
$256K 0.02%
2,541
-3
173
$255K 0.02%
19,500
174
$250K 0.02%
19,235
175
$247K 0.02%
6,192
-4,833
5 6
7
8 9