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
776
$7K ﹤0.01%
41
+13
777
$7K ﹤0.01%
400
778
$7K ﹤0.01%
122
+59
779
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+120
780
$7K ﹤0.01%
+140
781
$7K ﹤0.01%
+424
782
$7K ﹤0.01%
156
783
$7K ﹤0.01%
230
784
$7K ﹤0.01%
421
785
$7K ﹤0.01%
26
-14
786
$7K ﹤0.01%
+234
787
$6K ﹤0.01%
11
788
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96
789
$6K ﹤0.01%
58
790
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68
791
$6K ﹤0.01%
758
792
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100
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795
$6K ﹤0.01%
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796
$6K ﹤0.01%
23
797
$6K ﹤0.01%
+131
798
$6K ﹤0.01%
67
+47
799
$6K ﹤0.01%
94
800
$6K ﹤0.01%
34
30 31
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