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
676
$11K ﹤0.01%
341
677
$11K ﹤0.01%
231
678
$11K ﹤0.01%
51
679
$11K ﹤0.01%
1,000
680
$11K ﹤0.01%
358
681
$11K ﹤0.01%
68
+37
682
$11K ﹤0.01%
243
+111
683
$11K ﹤0.01%
290
-46
684
$11K ﹤0.01%
88
685
$11K ﹤0.01%
1,059
686
$10K ﹤0.01%
132
687
$10K ﹤0.01%
180
688
$10K ﹤0.01%
143
689
$10K ﹤0.01%
87
+45
690
$10K ﹤0.01%
124
691
$10K ﹤0.01%
+400
692
$10K ﹤0.01%
265
693
$10K ﹤0.01%
110
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694
$10K ﹤0.01%
408
695
$10K ﹤0.01%
+157
696
$10K ﹤0.01%
127
+1
697
$10K ﹤0.01%
354
+86
698
$9K ﹤0.01%
2,252
699
$9K ﹤0.01%
1,800
700
$9K ﹤0.01%
132
26 27
28
29 30