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
1051
$4.12K ﹤0.01%
+45
1052
$4.11K ﹤0.01%
+219
1053
$4.1K ﹤0.01%
+17
1054
$4.08K ﹤0.01%
+101
1055
$4.02K ﹤0.01%
+196
1056
$4.01K ﹤0.01%
+1,040
1057
$3.99K ﹤0.01%
+35
1058
$3.98K ﹤0.01%
+220
1059
$3.98K ﹤0.01%
+892
1060
$3.95K ﹤0.01%
+297
1061
$3.92K ﹤0.01%
+100
1062
$3.92K ﹤0.01%
+198
1063
$3.89K ﹤0.01%
+40
1064
$3.85K ﹤0.01%
+116
1065
$3.84K ﹤0.01%
+95
1066
$3.82K ﹤0.01%
+106
1067
$3.82K ﹤0.01%
+48
1068
$3.82K ﹤0.01%
+131
1069
$3.81K ﹤0.01%
+36
1070
$3.8K ﹤0.01%
+179
1071
$3.79K ﹤0.01%
+98
1072
$3.77K ﹤0.01%
+188
1073
$3.77K ﹤0.01%
+135
1074
$3.76K ﹤0.01%
+56
1075
$3.75K ﹤0.01%
+27
41 42
43
44 45