EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,406
New
Increased
Reduced
Closed

Top Buys

1 +$89.1M
2 +$76.1M
3 +$54.6M
4
TRTX
TPG RE Finance Trust
TRTX
+$39.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.94%
2 Consumer Discretionary 8.76%
3 Real Estate 6.28%
4 Healthcare 5.6%
5 Technology 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$207K 0.03%
+5,513
252
$204K 0.03%
+9,591
253
$202K 0.02%
+2,718
254
$200K 0.02%
+1,007
255
$199K 0.02%
+5,600
256
$199K 0.02%
+1,100
257
$199K 0.02%
+1,775
258
$198K 0.02%
+892
259
$196K 0.02%
+2,661
260
$196K 0.02%
+2,310
261
$194K 0.02%
+1,690
262
$194K 0.02%
+1,146
263
$193K 0.02%
+1,634
264
$192K 0.02%
+1,340
265
$191K 0.02%
+3,085
266
$190K 0.02%
+5,099
267
$189K 0.02%
+1,603
268
$188K 0.02%
+502
269
$186K 0.02%
+418
270
$186K 0.02%
+1,131
271
$185K 0.02%
+4,874
272
$183K 0.02%
+1,103
273
$180K 0.02%
+2,066
274
$178K 0.02%
+1,793
275
$177K 0.02%
+1,431