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
451
$51K ﹤0.01%
+1,500
452
$51K ﹤0.01%
6,617
453
$50K ﹤0.01%
750
454
$49K ﹤0.01%
2,018
+2,001
455
$49K ﹤0.01%
106
456
$49K ﹤0.01%
132
-15
457
$49K ﹤0.01%
1,428
+788
458
$48K ﹤0.01%
487
+425
459
$48K ﹤0.01%
1,500
-242
460
$47K ﹤0.01%
165
+19
461
$47K ﹤0.01%
475
+398
462
$47K ﹤0.01%
3,372
463
$46K ﹤0.01%
1,396
+44
464
$46K ﹤0.01%
1,451
+173
465
$46K ﹤0.01%
800
466
$45K ﹤0.01%
1,413
+687
467
$44K ﹤0.01%
130
468
$44K ﹤0.01%
2,000
469
$44K ﹤0.01%
364
+240
470
$43K ﹤0.01%
328
471
$43K ﹤0.01%
554
+275
472
$43K ﹤0.01%
121
+46
473
$43K ﹤0.01%
245
+150
474
$42K ﹤0.01%
926
+359
475
$41K ﹤0.01%
+250
17 18
19
20 21