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
201
$196K 0.02%
1,071
202
$195K 0.02%
3,689
-17
203
$192K 0.02%
283
-205
204
$182K 0.02%
849
-125
205
$176K 0.02%
1,521
-162
206
$176K 0.02%
1,850
-1,520
207
$176K 0.02%
1,373
-203
208
$174K 0.02%
1,785
+3
209
$174K 0.02%
1,059
-256
210
$173K 0.02%
981
-214
211
$169K 0.02%
3,252
-4
212
$169K 0.02%
1,100
-36
213
$168K 0.02%
9,177
-5,886
214
$166K 0.02%
4,920
-100
215
$160K 0.02%
+7,000
216
$159K 0.02%
875
217
$158K 0.02%
5,000
-3,900
218
$158K 0.02%
3,122
-1,017
219
$158K 0.02%
+3,000
220
$157K 0.02%
1,376
-1,208
221
$155K 0.02%
+1,400
222
$155K 0.02%
9,176
+2,176
223
$154K 0.01%
4,198
+2,273
224
$151K 0.01%
12,933
-23,591
225
$148K 0.01%
1,800
7 8
9
10 11