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
901
$7.26K ﹤0.01%
+48
902
$7.22K ﹤0.01%
+50
903
$7.18K ﹤0.01%
+132
904
$7.12K ﹤0.01%
+45
905
$7.07K ﹤0.01%
+510
906
$7.04K ﹤0.01%
+90
907
$6.88K ﹤0.01%
+329
908
$6.86K ﹤0.01%
+168
909
$6.86K ﹤0.01%
+55
910
$6.86K ﹤0.01%
+517
911
$6.85K ﹤0.01%
+70
912
$6.84K ﹤0.01%
+465
913
$6.82K ﹤0.01%
+297
914
$6.8K ﹤0.01%
+132
915
$6.79K ﹤0.01%
+66
916
$6.78K ﹤0.01%
+44
917
$6.77K ﹤0.01%
+76
918
$6.72K ﹤0.01%
+147
919
$6.72K ﹤0.01%
+915
920
$6.71K ﹤0.01%
+90
921
$6.71K ﹤0.01%
+188
922
$6.69K ﹤0.01%
+178
923
$6.68K ﹤0.01%
+183
924
$6.67K ﹤0.01%
+107
925
$6.65K ﹤0.01%
+120
35 36
37
38 39