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
951
$6.04K ﹤0.01%
+314
952
$5.98K ﹤0.01%
+101
953
$5.98K ﹤0.01%
+133
954
$5.97K ﹤0.01%
+219
955
$5.96K ﹤0.01%
+1,354
956
$5.94K ﹤0.01%
+28
957
$5.92K ﹤0.01%
+80
958
$5.92K ﹤0.01%
+132
959
$5.91K ﹤0.01%
+134
960
$5.9K ﹤0.01%
+134
961
$5.9K ﹤0.01%
+340
962
$5.89K ﹤0.01%
+75
963
$5.88K ﹤0.01%
+673
964
$5.79K ﹤0.01%
+112
965
$5.79K ﹤0.01%
+59
966
$5.71K ﹤0.01%
+86
967
$5.7K ﹤0.01%
+1,341
968
$5.69K ﹤0.01%
+44
969
$5.66K ﹤0.01%
+322
970
$5.63K ﹤0.01%
+49
971
$5.57K ﹤0.01%
+225
972
$5.55K ﹤0.01%
+75
973
$5.55K ﹤0.01%
+302
974
$5.54K ﹤0.01%
+184
975
$5.54K ﹤0.01%
+426