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
801
$10.8K ﹤0.01%
+116
802
$10.7K ﹤0.01%
+361
803
$10.7K ﹤0.01%
+87
804
$10.7K ﹤0.01%
+460
805
$10.7K ﹤0.01%
+435
806
$10.6K ﹤0.01%
+757
807
$10.5K ﹤0.01%
+64
808
$10.5K ﹤0.01%
+143
809
$10.5K ﹤0.01%
+50
810
$10.4K ﹤0.01%
+88
811
$10.3K ﹤0.01%
+244
812
$10.3K ﹤0.01%
+631
813
$10.2K ﹤0.01%
+176
814
$10.2K ﹤0.01%
+180
815
$10.2K ﹤0.01%
+104
816
$10.2K ﹤0.01%
+414
817
$10.1K ﹤0.01%
+140
818
$10.1K ﹤0.01%
+386
819
$10K ﹤0.01%
+614
820
$10K ﹤0.01%
+111
821
$10K ﹤0.01%
+248
822
$9.99K ﹤0.01%
+71
823
$9.96K ﹤0.01%
+113
824
$9.93K ﹤0.01%
+238
825
$9.9K ﹤0.01%
+156
31 32
33
34 35