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
176
$243K 0.02%
3,300
177
$243K 0.02%
1,878
+163
178
$241K 0.02%
1,208
+3
179
$241K 0.02%
4,090
+13
180
$240K 0.02%
3,158
+22
181
$239K 0.02%
2,945
-2,831
182
$233K 0.02%
1,560
-44
183
$233K 0.02%
1,420
184
$229K 0.02%
18,000
185
$225K 0.02%
1,136
+327
186
$223K 0.02%
2,240
187
$218K 0.02%
122,500
-92,500
188
$217K 0.02%
+24,500
189
$215K 0.02%
1,475
+35
190
$212K 0.02%
1,572
-51
191
$212K 0.02%
14,308
192
$211K 0.02%
2,212
-206
193
$209K 0.02%
3,383
-21
194
$208K 0.02%
33,350
195
$205K 0.02%
8,731
196
$205K 0.02%
10,453
197
$205K 0.02%
17,000
198
$203K 0.02%
8,010
-2,484
199
$201K 0.02%
2,407
-1,155
200
$200K 0.02%
+5,000
6 7
8
9 10