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
401
$81.8K 0.01%
+504
402
$81.5K 0.01%
+11,733
403
$81.2K 0.01%
+301
404
$80.6K 0.01%
+896
405
$80.5K 0.01%
+915
406
$80.3K 0.01%
+8,365
407
$79.5K 0.01%
+743
408
$78.7K 0.01%
+750
409
$78.6K 0.01%
+379
410
$78.4K 0.01%
+3,652
411
$77.4K 0.01%
+564
412
$77.1K 0.01%
+4,040
413
$75.7K 0.01%
+4,737
414
$74.6K 0.01%
+1,143
415
$74.2K 0.01%
+1,375
416
$74.1K 0.01%
+745
417
$72.7K 0.01%
+572
418
$72.6K 0.01%
+3,616
419
$71.8K 0.01%
+2,011
420
$70.3K 0.01%
+2,463
421
$70.2K 0.01%
+241
422
$69.3K 0.01%
+319
423
$68.3K 0.01%
+7,451
424
$65.3K 0.01%
+3,733
425
$64.4K 0.01%
+500