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
601
$18K ﹤0.01%
240
+50
602
$18K ﹤0.01%
97
+30
603
$18K ﹤0.01%
270
604
$18K ﹤0.01%
6,000
605
$18K ﹤0.01%
95
606
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155
607
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284
608
$18K ﹤0.01%
168
609
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211
+28
610
$17K ﹤0.01%
550
611
$17K ﹤0.01%
600
+550
612
$17K ﹤0.01%
133
613
$17K ﹤0.01%
233
614
$17K ﹤0.01%
+348
615
$17K ﹤0.01%
+1,200
616
$17K ﹤0.01%
43
617
$17K ﹤0.01%
144
+41
618
$17K ﹤0.01%
256
619
$17K ﹤0.01%
251
620
$16K ﹤0.01%
250
621
$16K ﹤0.01%
483
+165
622
$16K ﹤0.01%
119
+42
623
$16K ﹤0.01%
311
624
$16K ﹤0.01%
83
-305
625
$16K ﹤0.01%
129
+51
23 24
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