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
351
$139K 0.01%
7,147
352
$132K 0.01%
3,322
353
$132K 0.01%
2,267
+1,421
354
$130K 0.01%
1,521
+1,116
355
$125K 0.01%
1,875
+75
356
$121K 0.01%
2,400
357
$120K 0.01%
1,974
+107
358
$119K 0.01%
629
+41
359
$117K 0.01%
2,005
+1
360
$116K 0.01%
897
+420
361
$115K 0.01%
+880
362
$115K 0.01%
1,888
+399
363
$114K 0.01%
1,776
+624
364
$112K 0.01%
9,173
365
$112K 0.01%
4,800
-1,930
366
$110K 0.01%
+492
367
$107K ﹤0.01%
1,414
+1,264
368
$107K ﹤0.01%
+293
369
$106K ﹤0.01%
2,202
370
$105K ﹤0.01%
804
-1,327
371
$103K ﹤0.01%
770
+138
372
$102K ﹤0.01%
2,688
373
$102K ﹤0.01%
2,059
+1
374
$102K ﹤0.01%
4,000
375
$102K ﹤0.01%
+5,000
13 14
15
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