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
726
$15.3K ﹤0.01%
+423
727
$15.2K ﹤0.01%
+258
728
$15.2K ﹤0.01%
+50
729
$15.2K ﹤0.01%
+102
730
$15.1K ﹤0.01%
+146
731
$15.1K ﹤0.01%
+175
732
$15K ﹤0.01%
+471
733
$14.9K ﹤0.01%
+1,320
734
$14.9K ﹤0.01%
+133
735
$14.8K ﹤0.01%
+259
736
$14.8K ﹤0.01%
+116
737
$14.7K ﹤0.01%
+227
738
$14.7K ﹤0.01%
+292
739
$14.6K ﹤0.01%
+299
740
$14.6K ﹤0.01%
+218
741
$14.6K ﹤0.01%
+121
742
$14.6K ﹤0.01%
+49
743
$14.5K ﹤0.01%
+336
744
$14.4K ﹤0.01%
+87
745
$14.2K ﹤0.01%
+143
746
$14.1K ﹤0.01%
+95
747
$14.1K ﹤0.01%
+565
748
$14K ﹤0.01%
+597
749
$13.8K ﹤0.01%
+491
750
$13.8K ﹤0.01%
+111