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
976
$5.53K ﹤0.01%
+158
977
$5.52K ﹤0.01%
+238
978
$5.5K ﹤0.01%
+161
979
$5.5K ﹤0.01%
+79
980
$5.48K ﹤0.01%
+35
981
$5.48K ﹤0.01%
+140
982
$5.47K ﹤0.01%
+40
983
$5.45K ﹤0.01%
+112
984
$5.44K ﹤0.01%
+20
985
$5.43K ﹤0.01%
+50
986
$5.42K ﹤0.01%
+64
987
$5.41K ﹤0.01%
+209
988
$5.4K ﹤0.01%
+72
989
$5.39K ﹤0.01%
+74
990
$5.38K ﹤0.01%
+98
991
$5.36K ﹤0.01%
+315
992
$5.33K ﹤0.01%
+210
993
$5.32K ﹤0.01%
+114
994
$5.32K ﹤0.01%
+1,052
995
$5.26K ﹤0.01%
+458
996
$5.25K ﹤0.01%
+421
997
$5.15K ﹤0.01%
+112
998
$5.09K ﹤0.01%
+19
999
$5.08K ﹤0.01%
+59
1000
$5.04K ﹤0.01%
+300
38 39
40
41 42