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
826
$5K ﹤0.01%
+50
827
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4,019
828
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92
829
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535
830
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33
+26
831
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14
832
$5K ﹤0.01%
1,016
833
$5K ﹤0.01%
197
-8,874
834
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+51
835
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67
836
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26
-1
837
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+21
838
$5K ﹤0.01%
627
839
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+152
840
$5K ﹤0.01%
100
841
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41
+32
842
$5K ﹤0.01%
35
843
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844
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746
845
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169
846
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83
847
$5K ﹤0.01%
110
848
$5K ﹤0.01%
31
-7
849
$5K ﹤0.01%
267
850
$5K ﹤0.01%
44
32 33
34
35 36