EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
26
$4.79M 0.59%
+162,973
27
$4.59M 0.57%
+38,407
28
$4.1M 0.5%
+71,925
29
$4.05M 0.5%
+13
30
$3.65M 0.45%
+60,500
31
$3.6M 0.44%
+79,612
32
$3.35M 0.41%
+8,798
33
$3.11M 0.38%
+56,164
34
$3.02M 0.37%
+23,149
35
$3M 0.37%
+45,221
36
$2.94M 0.36%
+16,102
37
$2.91M 0.36%
+19,254
38
$2.81M 0.35%
+17,730
39
$2.78M 0.34%
+21,456
40
$2.68M 0.33%
+29,455
41
$2.63M 0.32%
+22,926
42
$2.62M 0.32%
+32,302
43
$2.61M 0.32%
+92,558
44
$2.54M 0.31%
+41,002
45
$2.41M 0.3%
+69,518
46
$2.37M 0.29%
+38,860
47
$2.33M 0.29%
+17,225
48
$2.3M 0.28%
+33,111
49
$2.27M 0.28%
+55,378
50
$2.24M 0.28%
+15,107