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
776
$12.7K ﹤0.01%
+1,266
777
$12.6K ﹤0.01%
+132
778
$12.2K ﹤0.01%
+745
779
$12.1K ﹤0.01%
+306
780
$12.1K ﹤0.01%
+345
781
$12.1K ﹤0.01%
+304
782
$12K ﹤0.01%
+166
783
$11.8K ﹤0.01%
+223
784
$11.7K ﹤0.01%
+238
785
$11.7K ﹤0.01%
+300
786
$11.7K ﹤0.01%
+675
787
$11.6K ﹤0.01%
+279
788
$11.6K ﹤0.01%
+44
789
$11.5K ﹤0.01%
+476
790
$11.5K ﹤0.01%
+331
791
$11.5K ﹤0.01%
+35
792
$11.5K ﹤0.01%
+170
793
$11.4K ﹤0.01%
+290
794
$11.3K ﹤0.01%
+390
795
$11.1K ﹤0.01%
+174
796
$11.1K ﹤0.01%
+178
797
$11K ﹤0.01%
+300
798
$11K ﹤0.01%
+456
799
$10.8K ﹤0.01%
+650
800
$10.8K ﹤0.01%
+118