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
576
$28.2K ﹤0.01%
+510
577
$27.8K ﹤0.01%
+614
578
$27.7K ﹤0.01%
+452
579
$27.6K ﹤0.01%
+469
580
$27.4K ﹤0.01%
+564
581
$27.4K ﹤0.01%
+1,000
582
$27.4K ﹤0.01%
+299
583
$27.3K ﹤0.01%
+1,818
584
$27.1K ﹤0.01%
+596
585
$27K ﹤0.01%
+620
586
$26.9K ﹤0.01%
+1,095
587
$26.8K ﹤0.01%
+197
588
$26.7K ﹤0.01%
+126
589
$26.5K ﹤0.01%
+1,000
590
$26.4K ﹤0.01%
+476
591
$26.4K ﹤0.01%
+750
592
$26.4K ﹤0.01%
+990
593
$26.2K ﹤0.01%
+518
594
$25.9K ﹤0.01%
+342
595
$25.8K ﹤0.01%
+2,850
596
$25.7K ﹤0.01%
+341
597
$25.6K ﹤0.01%
+100
598
$25.6K ﹤0.01%
+125
599
$25.4K ﹤0.01%
+879
600
$25.3K ﹤0.01%
+662