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
551
$31.7K ﹤0.01%
+1,374
552
$31.7K ﹤0.01%
+1,871
553
$31.7K ﹤0.01%
+6,660
554
$31.5K ﹤0.01%
+1,035
555
$31.3K ﹤0.01%
+126
556
$31.3K ﹤0.01%
+639
557
$31.3K ﹤0.01%
+831
558
$30.8K ﹤0.01%
+319
559
$30.8K ﹤0.01%
+1,175
560
$30.7K ﹤0.01%
+1,927
561
$30.6K ﹤0.01%
+1,602
562
$30.5K ﹤0.01%
+360
563
$30.5K ﹤0.01%
+141
564
$30K ﹤0.01%
+387
565
$29.9K ﹤0.01%
+2,119
566
$29.8K ﹤0.01%
+700
567
$29.7K ﹤0.01%
+187
568
$29.6K ﹤0.01%
+449
569
$29.5K ﹤0.01%
+922
570
$29.1K ﹤0.01%
+198
571
$28.8K ﹤0.01%
+524
572
$28.8K ﹤0.01%
+3,715
573
$28.6K ﹤0.01%
+550
574
$28.5K ﹤0.01%
+198
575
$28.4K ﹤0.01%
+1,522