EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$146M
2
+$75.5M
3
+$34.9M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$21.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.3M

Top Sells

1
+$26.2M
2
+$5.92M
3
+$4.02M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.13M
5
CXO
CONCHO RESOURCES INC.
CXO
+$1.84M

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
451
$51K ﹤0.01%
592
452
$51K ﹤0.01%
6,617
453
$50K ﹤0.01%
750
454
$49K ﹤0.01%
2,018
+2,001
455
$49K ﹤0.01%
106
456
$49K ﹤0.01%
132
-15
457
$49K ﹤0.01%
1,428
+788
458
$48K ﹤0.01%
487
+425
459
$48K ﹤0.01%
750
-121
460
$47K ﹤0.01%
165
+19
461
$47K ﹤0.01%
475
+398
462
$47K ﹤0.01%
3,372
463
$46K ﹤0.01%
1,396
+44
464
$46K ﹤0.01%
1,451
+173
465
$46K ﹤0.01%
800
466
$45K ﹤0.01%
1,413
+687
467
$44K ﹤0.01%
130
468
$44K ﹤0.01%
2,000
469
$44K ﹤0.01%
364
+240
470
$43K ﹤0.01%
328
471
$43K ﹤0.01%
554
+275
472
$43K ﹤0.01%
121
+46
473
$43K ﹤0.01%
245
+150
474
$42K ﹤0.01%
926
+359
475
$41K ﹤0.01%
+250
17 18
19
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