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
851
$5K ﹤0.01%
24
852
$5K ﹤0.01%
535
853
$5K ﹤0.01%
33
+26
854
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14
855
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1,016
856
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197
-8,874
857
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+51
858
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67
859
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860
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26
-1
861
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11
+4
862
$5K ﹤0.01%
180
863
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39
864
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46
865
$5K ﹤0.01%
334
866
$5K ﹤0.01%
+37
867
$5K ﹤0.01%
100
868
$5K ﹤0.01%
23
869
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1,321
870
$5K ﹤0.01%
+192
871
$5K ﹤0.01%
91
872
$5K ﹤0.01%
173
873
$5K ﹤0.01%
+21
874
$5K ﹤0.01%
627
875
$5K ﹤0.01%
+152
33 34
35
36 37