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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
1076
$2K ﹤0.01%
33
1077
$2K ﹤0.01%
72
-151
1078
$2K ﹤0.01%
59
+8
1079
$2K ﹤0.01%
250
1080
$2K ﹤0.01%
+36
1081
$2K ﹤0.01%
97
1082
$2K ﹤0.01%
+16
1083
$1K ﹤0.01%
16
1084
$1K ﹤0.01%
17
1085
$1K ﹤0.01%
32
1086
$1K ﹤0.01%
48
1087
$1K ﹤0.01%
7
1088
$1K ﹤0.01%
4
1089
$1K ﹤0.01%
183
1090
$1K ﹤0.01%
19
1091
$1K ﹤0.01%
27
1092
$1K ﹤0.01%
12
1093
$1K ﹤0.01%
16
1094
$1K ﹤0.01%
85
1095
$1K ﹤0.01%
+53
1096
$1K ﹤0.01%
33
1097
$1K ﹤0.01%
146
1098
$1K ﹤0.01%
46
1099
$1K ﹤0.01%
17
+1
1100
$1K ﹤0.01%
+30
42 43
44
45 46