We are live on ! Find out more
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
1051
$2K ﹤0.01%
26
-1
1052
$2K ﹤0.01%
+33
1053
$2K ﹤0.01%
10
1054
$2K ﹤0.01%
+59
1055
$2K ﹤0.01%
39
1056
$2K ﹤0.01%
12
1057
$2K ﹤0.01%
23
-300
1058
$2K ﹤0.01%
+18
1059
– –
0
1060
$2K ﹤0.01%
54
1061
$2K ﹤0.01%
54
1062
$2K ﹤0.01%
25
1063
$2K ﹤0.01%
+2
1064
$2K ﹤0.01%
16
1065
$2K ﹤0.01%
+105
1066
$2K ﹤0.01%
+87
1067
$2K ﹤0.01%
14
1068
$2K ﹤0.01%
124
1069
$2K ﹤0.01%
+115
1070
$2K ﹤0.01%
27
1071
$2K ﹤0.01%
+94
1072
$2K ﹤0.01%
65
1073
$2K ﹤0.01%
84
1074
$2K ﹤0.01%
57
1075
$2K ﹤0.01%
+11
41 42
43
44 45