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
626
$15K ﹤0.01%
452
+192
627
$15K ﹤0.01%
+100
628
$15K ﹤0.01%
160
+51
629
$15K ﹤0.01%
200
630
$15K ﹤0.01%
702
+219
631
$15K ﹤0.01%
421
+135
632
$15K ﹤0.01%
+50
633
$15K ﹤0.01%
308
634
$15K ﹤0.01%
231
635
$15K ﹤0.01%
138
636
$15K ﹤0.01%
205
+24
637
$15K ﹤0.01%
31
638
$14K ﹤0.01%
583
+523
639
$14K ﹤0.01%
362
640
$14K ﹤0.01%
160
641
$14K ﹤0.01%
253
+2
642
$14K ﹤0.01%
92
643
$13K ﹤0.01%
282
+2
644
$13K ﹤0.01%
97
+58
645
$13K ﹤0.01%
1,411
646
$13K ﹤0.01%
45
647
$13K ﹤0.01%
375
648
$13K ﹤0.01%
155
649
$13K ﹤0.01%
709
650
$13K ﹤0.01%
+350
24 25
26
27 28