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
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$11.5M
3 +$11.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
MCD icon
McDonald's
MCD
+$5.91M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3.01%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$1K ﹤0.01%
373
1077
$1K ﹤0.01%
26
1078
$1K ﹤0.01%
250
1079
$1K ﹤0.01%
5
1080
$1K ﹤0.01%
+39
1081
$1K ﹤0.01%
26
1082
$1K ﹤0.01%
24
1083
$1K ﹤0.01%
239
1084
$1K ﹤0.01%
45
1085
$1K ﹤0.01%
9
1086
$1K ﹤0.01%
23
1087
$1K ﹤0.01%
54
1088
0
1089
$1K ﹤0.01%
3
1090
$1K ﹤0.01%
78
-40
1091
$1K ﹤0.01%
13
1092
$1K ﹤0.01%
+100
1093
$1K ﹤0.01%
40
1094
$1K ﹤0.01%
16
1095
$1K ﹤0.01%
54
1096
$1K ﹤0.01%
+9
1097
$1K ﹤0.01%
350
1098
$1K ﹤0.01%
43
1099
0
1100
$1K ﹤0.01%
22