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
476
$40K ﹤0.01%
+1,830
477
$40K ﹤0.01%
1,870
+710
478
$40K ﹤0.01%
354
479
$40K ﹤0.01%
1,153
+3
480
$39K ﹤0.01%
191
481
$39K ﹤0.01%
+2,068
482
$39K ﹤0.01%
+300
483
$39K ﹤0.01%
621
484
$38K ﹤0.01%
992
+132
485
$38K ﹤0.01%
190
+44
486
$38K ﹤0.01%
306
487
$38K ﹤0.01%
179
+36
488
$37K ﹤0.01%
233
489
$37K ﹤0.01%
89
+12
490
$37K ﹤0.01%
1,810
491
$36K ﹤0.01%
96
+18
492
$36K ﹤0.01%
600
+360
493
$36K ﹤0.01%
1,228
+1,200
494
$36K ﹤0.01%
3,174
495
$36K ﹤0.01%
233
496
$35K ﹤0.01%
255
+50
497
$35K ﹤0.01%
797
+559
498
$35K ﹤0.01%
434
+417
499
$35K ﹤0.01%
700
+400
500
$34K ﹤0.01%
+285
18 19
20
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