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
1026
$4.58K ﹤0.01%
+175
1027
$4.56K ﹤0.01%
+336
1028
$4.55K ﹤0.01%
+116
1029
$4.54K ﹤0.01%
+250
1030
$4.53K ﹤0.01%
+98
1031
$4.49K ﹤0.01%
+327
1032
$4.49K ﹤0.01%
+259
1033
$4.48K ﹤0.01%
+85
1034
$4.45K ﹤0.01%
+319
1035
$4.45K ﹤0.01%
+60
1036
$4.43K ﹤0.01%
+117
1037
$4.39K ﹤0.01%
+48
1038
$4.38K ﹤0.01%
+170
1039
$4.37K ﹤0.01%
+30
1040
$4.37K ﹤0.01%
+349
1041
$4.36K ﹤0.01%
+79
1042
$4.29K ﹤0.01%
+169
1043
$4.29K ﹤0.01%
+30
1044
$4.28K ﹤0.01%
+174
1045
$4.27K ﹤0.01%
+41
1046
$4.27K ﹤0.01%
+84
1047
$4.2K ﹤0.01%
+200
1048
$4.2K ﹤0.01%
+129
1049
$4.13K ﹤0.01%
+20
1050
$4.12K ﹤0.01%
+86
40 41
42
43 44