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
426
$63K ﹤0.01%
444
-21
427
$62K ﹤0.01%
2,703
428
$62K ﹤0.01%
856
429
$61K ﹤0.01%
748
+40
430
$61K ﹤0.01%
248
+39
431
$60K ﹤0.01%
1,116
+38
432
$60K ﹤0.01%
900
433
$59K ﹤0.01%
1,646
-180
434
$58K ﹤0.01%
498
435
$58K ﹤0.01%
710
436
$58K ﹤0.01%
1,268
437
$57K ﹤0.01%
+3,800
438
$57K ﹤0.01%
583
-15,560
439
$56K ﹤0.01%
3,207
440
$56K ﹤0.01%
+1,800
441
$56K ﹤0.01%
245
+20
442
$55K ﹤0.01%
2,101
443
$55K ﹤0.01%
2,208
+1,700
444
$54K ﹤0.01%
23
+3
445
$54K ﹤0.01%
482
+32
446
$53K ﹤0.01%
925
+532
447
$53K ﹤0.01%
192
+88
448
$52K ﹤0.01%
1,978
+640
449
$52K ﹤0.01%
210
+96
450
$51K ﹤0.01%
592
16 17
18
19 20