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
751
$13.8K ﹤0.01%
+1,407
752
$13.8K ﹤0.01%
+2,252
753
$13.8K ﹤0.01%
+178
754
$13.7K ﹤0.01%
+300
755
$13.6K ﹤0.01%
+454
756
$13.6K ﹤0.01%
+224
757
$13.6K ﹤0.01%
+383
758
$13.6K ﹤0.01%
+38
759
$13.5K ﹤0.01%
+275
760
$13.4K ﹤0.01%
+156
761
$13.3K ﹤0.01%
+444
762
$13.1K ﹤0.01%
+701
763
$13.1K ﹤0.01%
+384
764
$13K ﹤0.01%
+157
765
$13K ﹤0.01%
+410
766
$13K ﹤0.01%
+162
767
$12.9K ﹤0.01%
+38
768
$12.9K ﹤0.01%
+163
769
$12.8K ﹤0.01%
+634
770
$12.8K ﹤0.01%
+2,456
771
$12.8K ﹤0.01%
+563
772
$12.7K ﹤0.01%
+66
773
$12.7K ﹤0.01%
+204
774
$12.7K ﹤0.01%
+102
775
$12.7K ﹤0.01%
+168