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
601
$25.2K ﹤0.01%
+222
602
$24.9K ﹤0.01%
+518
603
$24.9K ﹤0.01%
+271
604
$24.9K ﹤0.01%
+315
605
$24.6K ﹤0.01%
+632
606
$24.6K ﹤0.01%
+1,000
607
$24.1K ﹤0.01%
+418
608
$23.9K ﹤0.01%
+702
609
$23.9K ﹤0.01%
+641
610
$23.9K ﹤0.01%
+270
611
$23.8K ﹤0.01%
+155
612
$23.7K ﹤0.01%
+390
613
$23.6K ﹤0.01%
+1,260
614
$23.6K ﹤0.01%
+47
615
$23.6K ﹤0.01%
+8,925
616
$23.3K ﹤0.01%
+843
617
$22.9K ﹤0.01%
+209
618
$22.9K ﹤0.01%
+270
619
$22.8K ﹤0.01%
+210
620
$22.7K ﹤0.01%
+484
621
$22.6K ﹤0.01%
+1,989
622
$22.6K ﹤0.01%
+1,191
623
$22.4K ﹤0.01%
+1,860
624
$22.4K ﹤0.01%
+843
625
$22.4K ﹤0.01%
+749