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
376
$100K ﹤0.01%
1,554
+144
377
$100K ﹤0.01%
1,591
+1,116
378
$99K ﹤0.01%
1,671
379
$98K ﹤0.01%
565
+50
380
$94K ﹤0.01%
394
+175
381
$93K ﹤0.01%
558
+269
382
$92K ﹤0.01%
335
+2
383
$91K ﹤0.01%
1,650
384
$91K ﹤0.01%
652
+467
385
$91K ﹤0.01%
3,375
386
$90K ﹤0.01%
1,961
+1,635
387
$90K ﹤0.01%
3,300
388
$90K ﹤0.01%
1,250
389
$90K ﹤0.01%
637
+41
390
$90K ﹤0.01%
1,251
+1,043
391
$89K ﹤0.01%
1,050
+50
392
$89K ﹤0.01%
+7,257
393
$88K ﹤0.01%
2,777
+1,269
394
$86K ﹤0.01%
4,300
395
$85K ﹤0.01%
441
396
$85K ﹤0.01%
412
-186
397
$84K ﹤0.01%
11,180
398
$84K ﹤0.01%
2,940
399
$81K ﹤0.01%
1,037
+423
400
$81K ﹤0.01%
348
+163
14 15
16
17 18