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
1001
$5.02K ﹤0.01%
+174
1002
$4.99K ﹤0.01%
+460
1003
$4.96K ﹤0.01%
+45
1004
$4.95K ﹤0.01%
+334
1005
$4.94K ﹤0.01%
+231
1006
$4.91K ﹤0.01%
+22
1007
$4.91K ﹤0.01%
+92
1008
$4.85K ﹤0.01%
+84
1009
$4.83K ﹤0.01%
+152
1010
$4.79K ﹤0.01%
+99
1011
$4.79K ﹤0.01%
+56
1012
$4.79K ﹤0.01%
+942
1013
$4.79K ﹤0.01%
+332
1014
$4.77K ﹤0.01%
+84
1015
$4.76K ﹤0.01%
+19
1016
$4.75K ﹤0.01%
+90
1017
$4.75K ﹤0.01%
+80
1018
$4.71K ﹤0.01%
+151
1019
$4.66K ﹤0.01%
+17
1020
$4.66K ﹤0.01%
+58
1021
$4.64K ﹤0.01%
+283
1022
$4.64K ﹤0.01%
+86
1023
$4.62K ﹤0.01%
+99
1024
$4.62K ﹤0.01%
+35
1025
$4.6K ﹤0.01%
+45
39 40
41
42 43