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
476
$47.5K 0.01%
+492
477
$47.4K 0.01%
+1,239
478
$47K 0.01%
+1,154
479
$47K 0.01%
+915
480
$46.6K 0.01%
+43
481
$46.5K 0.01%
+778
482
$46.4K 0.01%
+1,160
483
$46.2K 0.01%
+500
484
$46.2K 0.01%
+6,756
485
$46.2K 0.01%
+3,023
486
$45.8K 0.01%
+450
487
$45.2K 0.01%
+503
488
$45.1K 0.01%
+5,304
489
$45K 0.01%
+1,315
490
$44.9K 0.01%
+1,274
491
$44.8K 0.01%
+668
492
$44.8K 0.01%
+2,703
493
$44.7K 0.01%
+1,854
494
$44.3K 0.01%
+1,548
495
$44K 0.01%
+1,485
496
$43.9K 0.01%
+2,919
497
$43.2K 0.01%
+240
498
$43.2K 0.01%
+478
499
$43.2K 0.01%
+1,000
500
$42.9K 0.01%
+3,372
18 19
20
21 22