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
376
$94K 0.01%
+10,023
377
$93.8K 0.01%
+2,499
378
$93.8K 0.01%
+635
379
$93.7K 0.01%
+791
380
$93.7K 0.01%
+785
381
$93.6K 0.01%
+1,963
382
$93.5K 0.01%
+1,063
383
$92K 0.01%
+1,624
384
$91.9K 0.01%
+1,798
385
$91.8K 0.01%
+896
386
$90.3K 0.01%
+4,418
387
$89.9K 0.01%
+1,000
388
$89.1K 0.01%
+3,300
389
$88.8K 0.01%
+633
390
$88.5K 0.01%
+1,538
391
$88.3K 0.01%
+456
392
$87.8K 0.01%
+3,615
393
$87.1K 0.01%
+2,543
394
$86.4K 0.01%
+44
395
$85.9K 0.01%
+1,434
396
$85.8K 0.01%
+1,924
397
$84.8K 0.01%
+4,499
398
$84.2K 0.01%
+497
399
$83.4K 0.01%
+399
400
$82.1K 0.01%
+567