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
876
$8.09K ﹤0.01%
+154
877
$8.07K ﹤0.01%
+173
878
$8.07K ﹤0.01%
+205
879
$7.96K ﹤0.01%
+184
880
$7.92K ﹤0.01%
+216
881
$7.89K ﹤0.01%
+138
882
$7.86K ﹤0.01%
+1,017
883
$7.85K ﹤0.01%
+118
884
$7.76K ﹤0.01%
+204
885
$7.76K ﹤0.01%
+95
886
$7.74K ﹤0.01%
+58
887
$7.7K ﹤0.01%
+28
888
$7.7K ﹤0.01%
+226
889
$7.7K ﹤0.01%
+386
890
$7.7K ﹤0.01%
+124
891
$7.68K ﹤0.01%
+131
892
$7.67K ﹤0.01%
+258
893
$7.57K ﹤0.01%
+156
894
$7.52K ﹤0.01%
+144
895
$7.49K ﹤0.01%
+93
896
$7.45K ﹤0.01%
+73
897
$7.39K ﹤0.01%
+300
898
$7.38K ﹤0.01%
+72
899
$7.34K ﹤0.01%
+107
900
$7.26K ﹤0.01%
+198
34 35
36
37 38