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
551
$25K ﹤0.01%
+344
552
$25K ﹤0.01%
187
553
$25K ﹤0.01%
572
554
$25K ﹤0.01%
+665
555
$24K ﹤0.01%
341
+33
556
$24K ﹤0.01%
392
+1
557
$24K ﹤0.01%
300
558
$24K ﹤0.01%
288
+150
559
$24K ﹤0.01%
388
+34
560
$24K ﹤0.01%
40
+11
561
$24K ﹤0.01%
1,030
+192
562
$23K ﹤0.01%
+555
563
$23K ﹤0.01%
1,062
+300
564
$23K ﹤0.01%
210
565
$23K ﹤0.01%
+1,000
566
$23K ﹤0.01%
838
+3
567
$22K ﹤0.01%
69
568
$22K ﹤0.01%
1,000
569
$22K ﹤0.01%
+674
570
$22K ﹤0.01%
+517
571
$22K ﹤0.01%
101
572
$22K ﹤0.01%
500
-470
573
$22K ﹤0.01%
+339
574
$22K ﹤0.01%
200
-450
575
$22K ﹤0.01%
386
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