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
426
$64K 0.01%
+495
427
$64K 0.01%
+111
428
$63.4K 0.01%
+632
429
$62.5K 0.01%
+1,572
430
$61.9K 0.01%
+2,611
431
$61.5K 0.01%
+1,606
432
$60.6K 0.01%
+2,941
433
$60.5K 0.01%
+1,374
434
$59.6K 0.01%
+1,615
435
$59.6K 0.01%
+991
436
$59.4K 0.01%
+723
437
$59.2K 0.01%
+794
438
$58K 0.01%
+180
439
$57.9K 0.01%
+2,940
440
$57.8K 0.01%
+1,993
441
$57.1K 0.01%
+1,000
442
$57.1K 0.01%
+1,216
443
$57K 0.01%
+1,830
444
$56.4K 0.01%
+3,861
445
$56.3K 0.01%
+595
446
$56.1K 0.01%
+918
447
$55.7K 0.01%
+310
448
$55.7K 0.01%
+914
449
$55.4K 0.01%
+2,130
450
$54.7K 0.01%
+227