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 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
726
$8K ﹤0.01%
377
+131
727
$8K ﹤0.01%
+150
728
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182
729
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350
730
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731
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131
732
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185
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733
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163
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168
735
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60
736
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56
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737
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179
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24
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28
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$8K ﹤0.01%
369
747
$8K ﹤0.01%
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169
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190
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750
$7K ﹤0.01%
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+100