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
651
$20.5K ﹤0.01%
+594
652
$20.5K ﹤0.01%
+6,000
653
$20.4K ﹤0.01%
+155
654
$20.3K ﹤0.01%
+406
655
$20.3K ﹤0.01%
+1,158
656
$20.3K ﹤0.01%
+1,939
657
$20.3K ﹤0.01%
+1,052
658
$20.2K ﹤0.01%
+276
659
$20.2K ﹤0.01%
+292
660
$20.2K ﹤0.01%
+451
661
$20K ﹤0.01%
+1,602
662
$19.7K ﹤0.01%
+441
663
$19.7K ﹤0.01%
+375
664
$19.7K ﹤0.01%
+401
665
$19.6K ﹤0.01%
+88
666
$19.5K ﹤0.01%
+400
667
$19.5K ﹤0.01%
+1,157
668
$19.5K ﹤0.01%
+825
669
$19.5K ﹤0.01%
+481
670
$19.5K ﹤0.01%
+1,073
671
$19.4K ﹤0.01%
+2,100
672
$19.4K ﹤0.01%
+322
673
$19.4K ﹤0.01%
+161
674
$19.3K ﹤0.01%
+402
675
$19.2K ﹤0.01%
+775