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
851
$9K ﹤0.01%
+76
852
$8.91K ﹤0.01%
+113
853
$8.9K ﹤0.01%
+85
854
$8.86K ﹤0.01%
+200
855
$8.83K ﹤0.01%
+101
856
$8.78K ﹤0.01%
+60
857
$8.64K ﹤0.01%
+227
858
$8.62K ﹤0.01%
+64
859
$8.56K ﹤0.01%
+494
860
$8.56K ﹤0.01%
+73
861
$8.46K ﹤0.01%
+61
862
$8.41K ﹤0.01%
+189
863
$8.4K ﹤0.01%
+500
864
$8.39K ﹤0.01%
+883
865
$8.36K ﹤0.01%
+560
866
$8.35K ﹤0.01%
+252
867
$8.32K ﹤0.01%
+43
868
$8.3K ﹤0.01%
+142
869
$8.25K ﹤0.01%
+90
870
$8.19K ﹤0.01%
+103
871
$8.19K ﹤0.01%
+37
872
$8.16K ﹤0.01%
+112
873
$8.13K ﹤0.01%
+152
874
$8.13K ﹤0.01%
+39
875
$8.09K ﹤0.01%
+62
33 34
35
36 37