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
451
$53.8K 0.01%
+1,050
452
$53.8K 0.01%
+2,252
453
$52.4K 0.01%
+679
454
$52.3K 0.01%
+780
455
$51.8K 0.01%
+274
456
$51.8K 0.01%
+703
457
$51.8K 0.01%
+1,940
458
$51.5K 0.01%
+2,292
459
$51.4K 0.01%
+1,010
460
$51.1K 0.01%
+2,538
461
$51.1K 0.01%
+670
462
$50.6K 0.01%
+183
463
$50.1K 0.01%
+2,333
464
$50K 0.01%
+956
465
$49.8K 0.01%
+353
466
$49.1K 0.01%
+549
467
$49.1K 0.01%
+760
468
$49.1K 0.01%
+2,135
469
$48.6K 0.01%
+750
470
$48.3K 0.01%
+3,472
471
$48.2K 0.01%
+309
472
$48K 0.01%
+524
473
$48K 0.01%
+800
474
$47.8K 0.01%
+550
475
$47.5K 0.01%
+1,053