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
1076
$2K ﹤0.01%
+94
1077
$2K ﹤0.01%
65
1078
$2K ﹤0.01%
84
1079
$2K ﹤0.01%
57
1080
$2K ﹤0.01%
+11
1081
$2K ﹤0.01%
33
1082
$2K ﹤0.01%
72
-151
1083
$1K ﹤0.01%
10
1084
$1K ﹤0.01%
20
1085
$1K ﹤0.01%
21
1086
$1K ﹤0.01%
37
1087
$1K ﹤0.01%
6
1088
$1K ﹤0.01%
29
1089
$1K ﹤0.01%
23
1090
$1K ﹤0.01%
56
1091
$1K ﹤0.01%
+18
1092
$1K ﹤0.01%
67
1093
$1K ﹤0.01%
22
1094
$1K ﹤0.01%
14
1095
$1K ﹤0.01%
12
1096
$1K ﹤0.01%
263
1097
$1K ﹤0.01%
37
1098
$1K ﹤0.01%
5
1099
$1K ﹤0.01%
3
1100
$1K ﹤0.01%
9
42 43
44
45 46