EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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 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
51
$5.93M 0.27%
182,469
-181,932
52
$5.92M 0.27%
27,956
+21,738
53
$5.86M 0.26%
31,934
+30,661
54
$5.77M 0.26%
98,108
-20
55
$5.74M 0.26%
31,116
+10,591
56
$5.5M 0.25%
69,784
+69,536
57
$5.44M 0.25%
77,483
+67,311
58
$5.29M 0.24%
3,768
+3,736
59
$5.27M 0.24%
30,608
+30,343
60
$5.17M 0.23%
273,572
-9,946
61
$5.04M 0.23%
44,033
+43,797
62
$4.84M 0.22%
+54,000
63
$4.8M 0.22%
20,251
+17,814
64
$4.78M 0.22%
235,950
+98,850
65
$4.61M 0.21%
27,322
+27,285
66
$4.52M 0.2%
16,125
+15,972
67
$4.5M 0.2%
394,955
+7,917
68
$4.5M 0.2%
+62,818
69
$4.45M 0.2%
105,346
+102,152
70
$4.41M 0.2%
66,718
+64,177
71
$4.17M 0.19%
3,609
+3,606
72
$4.11M 0.19%
+45,599
73
$4.05M 0.18%
74,285
+46,329
74
$4.03M 0.18%
18,218
+16,075
75
$4M 0.18%
86,000