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
876
$5K ﹤0.01%
173
877
$4K ﹤0.01%
352
878
$4K ﹤0.01%
300
879
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+268
880
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+147
881
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26
882
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315
883
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49
884
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885
$4K ﹤0.01%
72
886
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112
887
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76
888
$4K ﹤0.01%
37
889
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84
890
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891
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58
892
$4K ﹤0.01%
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893
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55
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895
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896
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66
897
$4K ﹤0.01%
39
898
$4K ﹤0.01%
904
899
$4K ﹤0.01%
108
900
$4K ﹤0.01%
28
34 35
36
37 38