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
576
$22K ﹤0.01%
141
+1
577
$21K ﹤0.01%
139
+71
578
$21K ﹤0.01%
62
+18
579
$20K ﹤0.01%
158
+74
580
$20K ﹤0.01%
232
+206
581
$20K ﹤0.01%
+330
582
$20K ﹤0.01%
+11
583
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446
+119
584
$20K ﹤0.01%
790
585
$20K ﹤0.01%
+350
586
$20K ﹤0.01%
728
587
$20K ﹤0.01%
+533
588
$20K ﹤0.01%
1,242
+255
589
$20K ﹤0.01%
812
+148
590
$20K ﹤0.01%
226
+134
591
$20K ﹤0.01%
149
+88
592
$20K ﹤0.01%
204
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593
$20K ﹤0.01%
340
594
$20K ﹤0.01%
+373
595
$20K ﹤0.01%
+186
596
$19K ﹤0.01%
75
+23
597
$19K ﹤0.01%
94
+44
598
$19K ﹤0.01%
614
+133
599
$19K ﹤0.01%
+400
600
$19K ﹤0.01%
517
22 23
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25 26