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
676
$19.1K ﹤0.01%
+5,522
677
$19K ﹤0.01%
+256
678
$19K ﹤0.01%
+333
679
$18.9K ﹤0.01%
+201
680
$18.8K ﹤0.01%
+343
681
$18.6K ﹤0.01%
+122
682
$18.6K ﹤0.01%
+151
683
$18.3K ﹤0.01%
+115
684
$18.3K ﹤0.01%
+2,467
685
$18.2K ﹤0.01%
+347
686
$18.2K ﹤0.01%
+1,100
687
$18.1K ﹤0.01%
+119
688
$18K ﹤0.01%
+174
689
$17.9K ﹤0.01%
+61
690
$17.9K ﹤0.01%
+675
691
$17.8K ﹤0.01%
+380
692
$17.7K ﹤0.01%
+161
693
$17.7K ﹤0.01%
+155
694
$17.3K ﹤0.01%
+622
695
$17.2K ﹤0.01%
+608
696
$17.1K ﹤0.01%
+399
697
$17.1K ﹤0.01%
+108
698
$16.9K ﹤0.01%
+699
699
$16.8K ﹤0.01%
+226
700
$16.8K ﹤0.01%
+240