EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.67B
AUM Growth
+$3.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Sells

1 +$804K
2 +$471K
3 +$379K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$265K
5
ALHC icon
Alignment Healthcare
ALHC
+$156K

Sector Composition

1 Technology 5.2%
2 Financials 2.39%
3 Healthcare 2.18%
4 Consumer Discretionary 1.89%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8.93M 0.24%
19,392
+17,372
52
$8.52M 0.23%
+17,864
53
$8.49M 0.23%
+31,354
54
$8.18M 0.22%
+35,541
55
$7.72M 0.21%
87,612
+85,115
56
$7.67M 0.21%
+95,301
57
$6.97M 0.19%
+103,858
58
$6.94M 0.19%
+18,188
59
$6.69M 0.18%
+11,480
60
$6.43M 0.17%
+7,255
61
$6.31M 0.17%
+157,961
62
$6.22M 0.17%
+59,930
63
$6.09M 0.17%
+76,390
64
$6.07M 0.16%
+41,244
65
$5.8M 0.16%
+33,512
66
$5.65M 0.15%
+26,786
67
$5.62M 0.15%
+57,246
68
$5.42M 0.15%
+24,572
69
$5.31M 0.14%
24,035
+22,024
70
$5.02M 0.14%
+48,307
71
$4.95M 0.13%
+9,551
72
$4.6M 0.12%
+293,826
73
$4.59M 0.12%
+3,061
74
$4.56M 0.12%
+27,271
75
$4.47M 0.12%
+51,089