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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
1101
$1K ﹤0.01%
5
-200
1102
$1K ﹤0.01%
33
1103
$1K ﹤0.01%
32
1104
$1K ﹤0.01%
20
1105
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21
1106
$1K ﹤0.01%
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1107
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1108
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+11
1109
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28
1110
$1K ﹤0.01%
6
1111
$1K ﹤0.01%
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1112
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56
1114
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+18
1115
$1K ﹤0.01%
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1116
$1K ﹤0.01%
22
1117
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1118
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1119
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1120
$1K ﹤0.01%
263
1121
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37
1122
$1K ﹤0.01%
5
1123
$1K ﹤0.01%
3
1124
$1K ﹤0.01%
200
1125
$1K ﹤0.01%
68
43 44
45
46 47