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
551
$25K ﹤0.01%
187
552
$25K ﹤0.01%
572
553
$25K ﹤0.01%
+665
554
$25K ﹤0.01%
+700
555
$24K ﹤0.01%
341
+33
556
$24K ﹤0.01%
392
+1
557
$24K ﹤0.01%
300
558
$24K ﹤0.01%
288
+150
559
$24K ﹤0.01%
388
+34
560
$24K ﹤0.01%
40
+11
561
$24K ﹤0.01%
1,030
+192
562
$23K ﹤0.01%
+555
563
$23K ﹤0.01%
1,062
+300
564
$23K ﹤0.01%
210
565
$23K ﹤0.01%
+1,000
566
$23K ﹤0.01%
838
+3
567
$22K ﹤0.01%
1,000
568
$22K ﹤0.01%
+674
569
$22K ﹤0.01%
+517
570
$22K ﹤0.01%
101
571
$22K ﹤0.01%
500
-470
572
$22K ﹤0.01%
+342
573
$22K ﹤0.01%
200
-450
574
$22K ﹤0.01%
386
575
$22K ﹤0.01%
69
21 22
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