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
501
$42.5K 0.01%
+266
502
$42.3K 0.01%
+194
503
$42K 0.01%
+881
504
$41.9K 0.01%
+890
505
$41.9K 0.01%
+1,824
506
$41.3K 0.01%
+2,225
507
$41K 0.01%
+685
508
$40K ﹤0.01%
+97
509
$39.4K ﹤0.01%
+646
510
$39.4K ﹤0.01%
+254
511
$38.8K ﹤0.01%
+200
512
$38.7K ﹤0.01%
+4,228
513
$38.6K ﹤0.01%
+1,716
514
$38.5K ﹤0.01%
+873
515
$38.4K ﹤0.01%
+3,340
516
$38.4K ﹤0.01%
+3,245
517
$38.4K ﹤0.01%
+303
518
$38.2K ﹤0.01%
+342
519
$37.1K ﹤0.01%
+278
520
$37K ﹤0.01%
+151
521
$36.5K ﹤0.01%
+7,596
522
$36.5K ﹤0.01%
+496
523
$36.2K ﹤0.01%
+1,841
524
$36.1K ﹤0.01%
+2,400
525
$36K ﹤0.01%
+900