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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
1001
$2K ﹤0.01%
45
1002
$2K ﹤0.01%
14
-121
1003
$2K ﹤0.01%
20
1004
$2K ﹤0.01%
10
1005
$2K ﹤0.01%
3
1006
$2K ﹤0.01%
+37
1007
$2K ﹤0.01%
+63
1008
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15
1009
$2K ﹤0.01%
+84
1010
$2K ﹤0.01%
11
1011
$2K ﹤0.01%
+26
1012
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40
1013
$2K ﹤0.01%
85
1014
$2K ﹤0.01%
+6
1015
$2K ﹤0.01%
+52
1016
$2K ﹤0.01%
32
1017
$2K ﹤0.01%
41
-2
1018
$2K ﹤0.01%
52
1019
$2K ﹤0.01%
+14
1020
$2K ﹤0.01%
49
1021
$2K ﹤0.01%
+52
1022
$2K ﹤0.01%
103
1023
$2K ﹤0.01%
52
1024
$2K ﹤0.01%
+117
1025
$2K ﹤0.01%
+15
39 40
41
42 43