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
826
$9.8K ﹤0.01%
+131
827
$9.72K ﹤0.01%
+98
828
$9.69K ﹤0.01%
+104
829
$9.65K ﹤0.01%
+207
830
$9.6K ﹤0.01%
+191
831
$9.55K ﹤0.01%
+142
832
$9.51K ﹤0.01%
+178
833
$9.47K ﹤0.01%
+313
834
$9.47K ﹤0.01%
+309
835
$9.43K ﹤0.01%
+491
836
$9.43K ﹤0.01%
+63
837
$9.41K ﹤0.01%
+63
838
$9.4K ﹤0.01%
+18
839
$9.37K ﹤0.01%
+210
840
$9.35K ﹤0.01%
+183
841
$9.28K ﹤0.01%
+84
842
$9.28K ﹤0.01%
+152
843
$9.27K ﹤0.01%
+835
844
$9.25K ﹤0.01%
+429
845
$9.24K ﹤0.01%
+86
846
$9.18K ﹤0.01%
+184
847
$9.11K ﹤0.01%
+680
848
$9.09K ﹤0.01%
+1,000
849
$9.08K ﹤0.01%
+1,000
850
$9K ﹤0.01%
+294