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
1101
$3.42K ﹤0.01%
+132
1102
$3.41K ﹤0.01%
+40
1103
$3.4K ﹤0.01%
+494
1104
$3.38K ﹤0.01%
+1,376
1105
$3.36K ﹤0.01%
+28
1106
$3.36K ﹤0.01%
+233
1107
$3.35K ﹤0.01%
+190
1108
$3.34K ﹤0.01%
+103
1109
$3.33K ﹤0.01%
+27
1110
$3.31K ﹤0.01%
+259
1111
$3.26K ﹤0.01%
+69
1112
$3.22K ﹤0.01%
+45
1113
$3.22K ﹤0.01%
+116
1114
$3.2K ﹤0.01%
+84
1115
$3.19K ﹤0.01%
+129
1116
$3.18K ﹤0.01%
+222
1117
$3.15K ﹤0.01%
+252
1118
$3.15K ﹤0.01%
+11
1119
$3.13K ﹤0.01%
+74
1120
$3.09K ﹤0.01%
+267
1121
$3.09K ﹤0.01%
+50
1122
$3.08K ﹤0.01%
+190
1123
$3.04K ﹤0.01%
+26
1124
$3.04K ﹤0.01%
+40
1125
$3.03K ﹤0.01%
+29
43 44
45
46 47