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
926
$6.65K ﹤0.01%
+625
927
$6.61K ﹤0.01%
+12
928
$6.61K ﹤0.01%
+68
929
$6.61K ﹤0.01%
+54
930
$6.61K ﹤0.01%
+219
931
$6.6K ﹤0.01%
+35
932
$6.57K ﹤0.01%
+446
933
$6.54K ﹤0.01%
+60
934
$6.54K ﹤0.01%
+80
935
$6.51K ﹤0.01%
+139
936
$6.5K ﹤0.01%
+189
937
$6.45K ﹤0.01%
+189
938
$6.38K ﹤0.01%
+23
939
$6.38K ﹤0.01%
+81
940
$6.38K ﹤0.01%
+61
941
$6.36K ﹤0.01%
+56
942
$6.35K ﹤0.01%
+95
943
$6.31K ﹤0.01%
+351
944
$6.28K ﹤0.01%
+95
945
$6.24K ﹤0.01%
+84
946
$6.24K ﹤0.01%
+250
947
$6.23K ﹤0.01%
+269
948
$6.23K ﹤0.01%
+114
949
$6.22K ﹤0.01%
+297
950
$6.17K ﹤0.01%
+176
36 37
38
39 40