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
1126
$3.03K ﹤0.01%
+159
1127
$3.03K ﹤0.01%
+276
1128
$2.98K ﹤0.01%
+98
1129
$2.97K ﹤0.01%
+264
1130
$2.96K ﹤0.01%
+585
1131
$2.96K ﹤0.01%
+146
1132
$2.95K ﹤0.01%
+225
1133
$2.93K ﹤0.01%
+223
1134
$2.9K ﹤0.01%
+212
1135
$2.89K ﹤0.01%
+66
1136
$2.88K ﹤0.01%
+198
1137
$2.88K ﹤0.01%
+38
1138
$2.87K ﹤0.01%
+141
1139
$2.86K ﹤0.01%
+184
1140
$2.85K ﹤0.01%
+23
1141
$2.85K ﹤0.01%
+839
1142
$2.84K ﹤0.01%
+6
1143
$2.82K ﹤0.01%
+84
1144
$2.82K ﹤0.01%
+91
1145
$2.81K ﹤0.01%
+20
1146
$2.73K ﹤0.01%
+39
1147
$2.73K ﹤0.01%
+136
1148
$2.72K ﹤0.01%
+50
1149
$2.71K ﹤0.01%
+64
1150
$2.7K ﹤0.01%
+96
44 45
46
47 48