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
301
$157K 0.02%
+932
302
$156K 0.02%
+4,003
303
$155K 0.02%
+2,912
304
$155K 0.02%
+1,546
305
$153K 0.02%
+4,226
306
$153K 0.02%
+894
307
$148K 0.02%
+5,442
308
$146K 0.02%
+1,077
309
$146K 0.02%
+6,148
310
$143K 0.02%
+3,905
311
$143K 0.02%
+1,095
312
$143K 0.02%
+1,737
313
$143K 0.02%
+1,900
314
$142K 0.02%
+1,528
315
$142K 0.02%
+4,880
316
$141K 0.02%
+1,500
317
$135K 0.02%
+1,556
318
$135K 0.02%
+2,517
319
$135K 0.02%
+3,554
320
$134K 0.02%
+11,272
321
$134K 0.02%
+642
322
$133K 0.02%
+1,053
323
$133K 0.02%
+30,520
324
$132K 0.02%
+4,300
325
$131K 0.02%
+4,111