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
626
$22.3K ﹤0.01%
+386
627
$22.3K ﹤0.01%
+976
628
$22.3K ﹤0.01%
+200
629
$22.1K ﹤0.01%
+164
630
$22K ﹤0.01%
+540
631
$21.9K ﹤0.01%
+1,455
632
$21.9K ﹤0.01%
+354
633
$21.8K ﹤0.01%
+269
634
$21.8K ﹤0.01%
+351
635
$21.7K ﹤0.01%
+66
636
$21.7K ﹤0.01%
+663
637
$21.7K ﹤0.01%
+495
638
$21.5K ﹤0.01%
+342
639
$21.4K ﹤0.01%
+205
640
$21.3K ﹤0.01%
+368
641
$21.3K ﹤0.01%
+1,599
642
$21.3K ﹤0.01%
+446
643
$21.3K ﹤0.01%
+679
644
$21.3K ﹤0.01%
+459
645
$21.3K ﹤0.01%
+293
646
$21.1K ﹤0.01%
+558
647
$20.9K ﹤0.01%
+270
648
$20.8K ﹤0.01%
+728
649
$20.7K ﹤0.01%
+249
650
$20.7K ﹤0.01%
+540