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
526
$29K ﹤0.01%
1,095
527
$29K ﹤0.01%
88
+17
528
$29K ﹤0.01%
233
529
$29K ﹤0.01%
266
+241
530
$28K ﹤0.01%
452
531
$28K ﹤0.01%
200
532
$27K ﹤0.01%
+785
533
$27K ﹤0.01%
2,850
534
$27K ﹤0.01%
770
+3
535
$27K ﹤0.01%
375
536
$27K ﹤0.01%
518
537
$27K ﹤0.01%
151
538
$27K ﹤0.01%
550
539
$27K ﹤0.01%
1,639
-5,361
540
$26K ﹤0.01%
+685
541
$26K ﹤0.01%
112
+87
542
$26K ﹤0.01%
+470
543
$26K ﹤0.01%
584
+353
544
$26K ﹤0.01%
+283
545
$26K ﹤0.01%
1,081
546
$26K ﹤0.01%
154
547
$25K ﹤0.01%
109
548
$25K ﹤0.01%
167
+47
549
$25K ﹤0.01%
+310
550
$25K ﹤0.01%
+344
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