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
401
$81K ﹤0.01%
1,257
-54
402
$80K ﹤0.01%
5,000
403
$79K ﹤0.01%
747
+51
404
$77K ﹤0.01%
795
+335
405
$76K ﹤0.01%
3,211
406
$75K ﹤0.01%
423
407
$75K ﹤0.01%
577
-244
408
$74K ﹤0.01%
1,213
-1,155
409
$73K ﹤0.01%
300
410
$72K ﹤0.01%
115
+41
411
$72K ﹤0.01%
480
412
$72K ﹤0.01%
1,154
+120
413
$71K ﹤0.01%
+2,656
414
$71K ﹤0.01%
1,063
415
$70K ﹤0.01%
10,000
416
$69K ﹤0.01%
548
+535
417
$69K ﹤0.01%
594
+480
418
$69K ﹤0.01%
4,620
-63
419
$68K ﹤0.01%
3,000
-1,000
420
$66K ﹤0.01%
724
421
$65K ﹤0.01%
1,075
422
$65K ﹤0.01%
1,012
+600
423
$65K ﹤0.01%
286
-614
424
$65K ﹤0.01%
1,063
425
$64K ﹤0.01%
980
15 16
17
18 19