EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
1026
$2K ﹤0.01%
+16
1027
$2K ﹤0.01%
54
1028
$2K ﹤0.01%
54
1029
$2K ﹤0.01%
25
1030
$2K ﹤0.01%
+2
1031
$2K ﹤0.01%
16
1032
$2K ﹤0.01%
+105
1033
$2K ﹤0.01%
+94
1034
$2K ﹤0.01%
65
1035
$2K ﹤0.01%
84
1036
$2K ﹤0.01%
57
1037
$2K ﹤0.01%
+11
1038
$2K ﹤0.01%
33
1039
$2K ﹤0.01%
72
-151
1040
$2K ﹤0.01%
15
1041
$2K ﹤0.01%
32
1042
$2K ﹤0.01%
41
-2
1043
$2K ﹤0.01%
52
1044
$2K ﹤0.01%
+14
1045
$2K ﹤0.01%
49
1046
$2K ﹤0.01%
+52
1047
$2K ﹤0.01%
103
1048
$2K ﹤0.01%
52
1049
$2K ﹤0.01%
+117
1050
$2K ﹤0.01%
+15
40 41
42
43 44