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
676
$11K ﹤0.01%
672
+285
677
$11K ﹤0.01%
365
+100
678
$11K ﹤0.01%
51
679
$11K ﹤0.01%
1,000
680
$11K ﹤0.01%
358
681
$11K ﹤0.01%
68
+37
682
$11K ﹤0.01%
243
+111
683
$11K ﹤0.01%
290
-46
684
$11K ﹤0.01%
1,059
685
$11K ﹤0.01%
88
686
$10K ﹤0.01%
408
687
$10K ﹤0.01%
+157
688
$10K ﹤0.01%
127
+1
689
$10K ﹤0.01%
354
+86
690
$10K ﹤0.01%
132
691
$10K ﹤0.01%
180
692
$10K ﹤0.01%
143
693
$10K ﹤0.01%
87
+45
694
$10K ﹤0.01%
124
695
$10K ﹤0.01%
+400
696
$10K ﹤0.01%
265
697
$10K ﹤0.01%
110
+80
698
$9K ﹤0.01%
2,252
699
$9K ﹤0.01%
1,800
700
$9K ﹤0.01%
132
26 27
28
29 30