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
526
$35.9K ﹤0.01%
+178
527
$35.5K ﹤0.01%
+1,107
528
$34.9K ﹤0.01%
+885
529
$34.9K ﹤0.01%
+319
530
$34.7K ﹤0.01%
+486
531
$34.4K ﹤0.01%
+589
532
$34.2K ﹤0.01%
+228
533
$33.8K ﹤0.01%
+1,126
534
$32.9K ﹤0.01%
+625
535
$32.8K ﹤0.01%
+687
536
$32.7K ﹤0.01%
+375
537
$32.6K ﹤0.01%
+759
538
$32.5K ﹤0.01%
+352
539
$32.5K ﹤0.01%
+533
540
$32.5K ﹤0.01%
+1,269
541
$32.3K ﹤0.01%
+1,091
542
$32.1K ﹤0.01%
+181
543
$32.1K ﹤0.01%
+1,244
544
$32.1K ﹤0.01%
+621
545
$32.1K ﹤0.01%
+1,100
546
$32K ﹤0.01%
+1,511
547
$32K ﹤0.01%
+1,122
548
$31.9K ﹤0.01%
+1,318
549
$31.8K ﹤0.01%
+500
550
$31.8K ﹤0.01%
+1,792