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
501
$34K ﹤0.01%
317
+22
502
$34K ﹤0.01%
317
503
$34K ﹤0.01%
1,233
+67
504
$34K ﹤0.01%
+1,063
505
$33K ﹤0.01%
175
-305
506
$33K ﹤0.01%
878
+751
507
$33K ﹤0.01%
1,312
+8
508
$33K ﹤0.01%
375
509
$33K ﹤0.01%
87
+54
510
$32K ﹤0.01%
682
+53
511
$32K ﹤0.01%
4,830
+3,150
512
$32K ﹤0.01%
544
+1
513
$32K ﹤0.01%
1,528
+258
514
$32K ﹤0.01%
348
515
$31K ﹤0.01%
790
516
$31K ﹤0.01%
1,077
517
$31K ﹤0.01%
360
518
$30K ﹤0.01%
2,152
+258
519
$30K ﹤0.01%
1,097
520
$30K ﹤0.01%
91
+17
521
$30K ﹤0.01%
990
522
$29K ﹤0.01%
430
523
$29K ﹤0.01%
385
524
$29K ﹤0.01%
400
+60
525
$29K ﹤0.01%
+465
19 20
21
22 23