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
301
$212K 0.01%
3,255
+1
302
$209K 0.01%
307
+280
303
$204K 0.01%
5,000
304
$204K 0.01%
9,075
-24,672
305
$199K 0.01%
+20,000
306
$196K 0.01%
4,220
+2,130
307
$193K 0.01%
+775
308
$193K 0.01%
3,030
+80
309
$190K 0.01%
4,164
+3,966
310
$190K 0.01%
1,403
+1,240
311
$189K 0.01%
+937
312
$188K 0.01%
304
+261
313
$188K 0.01%
2,479
+36
314
$187K 0.01%
1,800
315
$187K 0.01%
3,630
316
$185K 0.01%
15,072
+400
317
$181K 0.01%
750
+22
318
$181K 0.01%
2,872
319
$180K 0.01%
1,134
+682
320
$177K 0.01%
1,109
+89
321
$173K 0.01%
609
-125
322
$172K 0.01%
2,290
-2,450
323
$171K 0.01%
1,238
+1,206
324
$171K 0.01%
4,227
+1
325
$165K 0.01%
1,619
+1,612
11 12
13
14 15