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
651
$13K ﹤0.01%
84
652
$13K ﹤0.01%
156
+46
653
$13K ﹤0.01%
+92
654
$13K ﹤0.01%
309
+2
655
$13K ﹤0.01%
173
+67
656
$12K ﹤0.01%
232
-1
657
$12K ﹤0.01%
108
658
$12K ﹤0.01%
428
+188
659
$12K ﹤0.01%
887
+302
660
$12K ﹤0.01%
156
+106
661
$12K ﹤0.01%
+89
662
$12K ﹤0.01%
360
663
$12K ﹤0.01%
1,032
+103
664
$12K ﹤0.01%
191
+1
665
$12K ﹤0.01%
216
+85
666
$11K ﹤0.01%
76
667
$11K ﹤0.01%
672
+285
668
$11K ﹤0.01%
365
+100
669
$11K ﹤0.01%
189
+92
670
$11K ﹤0.01%
153
+51
671
$11K ﹤0.01%
+90
672
$11K ﹤0.01%
72
673
$11K ﹤0.01%
202
+29
674
$11K ﹤0.01%
683
675
$11K ﹤0.01%
61
25 26
27
28 29