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
326
$164K 0.01%
7,248
-17,141
327
$161K 0.01%
3,104
+1,443
328
$161K 0.01%
1,793
+981
329
$160K 0.01%
551
+76
330
$160K 0.01%
2,669
+2,062
331
$158K 0.01%
147,500
+25,000
332
$158K 0.01%
2,882
+670
333
$158K 0.01%
+1,050
334
$157K 0.01%
+10,000
335
$157K 0.01%
1,732
336
$156K 0.01%
1,565
337
$155K 0.01%
3,465
338
$153K 0.01%
4,320
+4,260
339
$151K 0.01%
+718
340
$149K 0.01%
934
+441
341
$149K 0.01%
1,376
+132
342
$148K 0.01%
2,233
343
$148K 0.01%
1,897
-1,800
344
$146K 0.01%
7,000
345
$145K 0.01%
2,067
+2,017
346
$144K 0.01%
2,181
+786
347
$142K 0.01%
1,500
348
$142K 0.01%
3,500
349
$141K 0.01%
2,170
-2,916
350
$139K 0.01%
1,077
12 13
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