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
$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
351
$113K 0.01%
+5,677
352
$113K 0.01%
+2,145
353
$111K 0.01%
+4,459
354
$108K 0.01%
+3,027
355
$108K 0.01%
+3,194
356
$107K 0.01%
+3,000
357
$106K 0.01%
+1,960
358
$103K 0.01%
+595
359
$103K 0.01%
+2,580
360
$102K 0.01%
+652
361
$101K 0.01%
+649
362
$99.3K 0.01%
+1,990
363
$99.3K 0.01%
+1,443
364
$98.8K 0.01%
+190,000
365
$98.3K 0.01%
+252
366
$97.1K 0.01%
+2,222
367
$96.1K 0.01%
+1,500
368
$95.8K 0.01%
+738
369
$95.7K 0.01%
+7,803
370
$95.6K 0.01%
+1,757
371
$95.2K 0.01%
+1,210
372
$94.9K 0.01%
+4,000
373
$94.7K 0.01%
+5,895
374
$94.3K 0.01%
+807
375
$94.1K 0.01%
+383
13 14
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