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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
826
$5K ﹤0.01%
35
827
$5K ﹤0.01%
76
828
$5K ﹤0.01%
746
829
$5K ﹤0.01%
169
830
$5K ﹤0.01%
83
831
$5K ﹤0.01%
110
832
$5K ﹤0.01%
+1
833
$5K ﹤0.01%
4,019
834
$5K ﹤0.01%
92
835
$5K ﹤0.01%
31
-7
836
$5K ﹤0.01%
267
837
$5K ﹤0.01%
434
838
$5K ﹤0.01%
32
839
$5K ﹤0.01%
24
840
$5K ﹤0.01%
535
841
$5K ﹤0.01%
33
+26
842
$5K ﹤0.01%
14
843
$5K ﹤0.01%
1,016
844
$5K ﹤0.01%
197
-8,874
845
$5K ﹤0.01%
+51
846
$5K ﹤0.01%
67
847
$5K ﹤0.01%
123
848
$5K ﹤0.01%
26
-1
849
$5K ﹤0.01%
11
+4
850
$5K ﹤0.01%
180
32 33
34
35 36