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
701
$16.7K ﹤0.01%
+251
702
$16.7K ﹤0.01%
+607
703
$16.6K ﹤0.01%
+231
704
$16.5K ﹤0.01%
+342
705
$16.5K ﹤0.01%
+90
706
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+923
707
$16.3K ﹤0.01%
+191
708
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+173
709
$16.3K ﹤0.01%
+187
710
$16.2K ﹤0.01%
+283
711
$16.2K ﹤0.01%
+31
712
$16.2K ﹤0.01%
+102
713
$16.1K ﹤0.01%
+99
714
$16K ﹤0.01%
+120
715
$15.9K ﹤0.01%
+1,000
716
$15.9K ﹤0.01%
+207
717
$15.9K ﹤0.01%
+99
718
$15.7K ﹤0.01%
+236
719
$15.7K ﹤0.01%
+69
720
$15.7K ﹤0.01%
+320
721
$15.6K ﹤0.01%
+163
722
$15.6K ﹤0.01%
+566
723
$15.6K ﹤0.01%
+335
724
$15.5K ﹤0.01%
+345
725
$15.4K ﹤0.01%
+208