EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$729M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$78M
3
+$35.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$19.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.5M

Top Sells

1
+$26.2M
2
+$6.22M
3
+$3.91M
4
UPWK icon
Upwork
UPWK
+$2.59M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.1M

Sector Composition

1 Financials 5.53%
2 Technology 5.23%
3 Healthcare 3.8%
4 Communication Services 3%
5 Consumer Discretionary 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$457K 0.02%
2,901
+1,908
227
$452K 0.02%
+57,909
228
$451K 0.02%
2,382
+30
229
$445K 0.02%
2,231
230
$438K 0.02%
5,007
+7
231
$431K 0.02%
1,675
-58
232
$422K 0.02%
7,344
+200
233
$412K 0.02%
2,312
234
$409K 0.02%
52,345
235
$406K 0.02%
9,630
236
$405K 0.02%
39,107
-8,300
237
$402K 0.02%
3,300
238
$400K 0.02%
3,385
239
$388K 0.02%
+11,720
240
$385K 0.02%
12,179
241
$382K 0.02%
6,237
+450
242
$372K 0.02%
+6,360
243
$361K 0.02%
1,965
+990
244
$360K 0.02%
4,292
+1,514
245
$358K 0.02%
952
+54
246
$356K 0.02%
1,757
+29
247
$350K 0.02%
7,886
248
$340K 0.02%
34,604
249
$340K 0.02%
19,000
250
$334K 0.02%
8,700
8 9
10
11 12