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
751
$7K ﹤0.01%
242
+117
752
$7K ﹤0.01%
423
753
$7K ﹤0.01%
72
754
$7K ﹤0.01%
64
755
$7K ﹤0.01%
140
756
$7K ﹤0.01%
80
+48
757
$7K ﹤0.01%
203
+1
758
$7K ﹤0.01%
230
759
$7K ﹤0.01%
421
760
$7K ﹤0.01%
26
-14
761
$7K ﹤0.01%
+234
762
$7K ﹤0.01%
278
+86
763
$7K ﹤0.01%
85
-39
764
$7K ﹤0.01%
+100
765
$7K ﹤0.01%
209
766
$7K ﹤0.01%
+87
767
$7K ﹤0.01%
580
+241
768
$7K ﹤0.01%
167
+164
769
$7K ﹤0.01%
71
+56
770
$7K ﹤0.01%
112
771
$7K ﹤0.01%
54
-1
772
$7K ﹤0.01%
137
773
$7K ﹤0.01%
72
+65
774
$7K ﹤0.01%
121
+108
775
$7K ﹤0.01%
123
29 30
31
32 33