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
876
$5K ﹤0.01%
100
877
$4K ﹤0.01%
+147
878
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26
879
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108
880
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28
881
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+59
882
$4K ﹤0.01%
400
883
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315
884
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49
885
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+351
886
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72
887
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+348
888
$4K ﹤0.01%
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889
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890
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891
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37
892
$4K ﹤0.01%
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893
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894
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895
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896
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69
+1
897
$4K ﹤0.01%
112
898
$4K ﹤0.01%
76
899
$4K ﹤0.01%
37
900
$4K ﹤0.01%
84
34 35
36
37 38