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
751
$7K ﹤0.01%
+100
752
$7K ﹤0.01%
209
753
$7K ﹤0.01%
+87
754
$7K ﹤0.01%
580
+241
755
$7K ﹤0.01%
242
+117
756
$7K ﹤0.01%
423
757
$7K ﹤0.01%
72
758
$7K ﹤0.01%
64
759
$7K ﹤0.01%
140
760
$7K ﹤0.01%
80
+48
761
$7K ﹤0.01%
203
+1
762
$7K ﹤0.01%
167
+164
763
$7K ﹤0.01%
71
+56
764
$7K ﹤0.01%
112
765
$7K ﹤0.01%
54
-1
766
$7K ﹤0.01%
137
767
$7K ﹤0.01%
72
+65
768
$7K ﹤0.01%
121
+108
769
$7K ﹤0.01%
123
770
$7K ﹤0.01%
190
+1
771
$7K ﹤0.01%
123
+100
772
$7K ﹤0.01%
210
773
$7K ﹤0.01%
+34
774
$7K ﹤0.01%
41
+13
775
$7K ﹤0.01%
400
29 30
31
32 33