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
1151
$2.67K ﹤0.01%
+254
1152
$2.63K ﹤0.01%
+21
1153
$2.61K ﹤0.01%
+12
1154
$2.61K ﹤0.01%
+449
1155
$2.59K ﹤0.01%
+27
1156
$2.59K ﹤0.01%
+114
1157
$2.57K ﹤0.01%
+68
1158
$2.57K ﹤0.01%
+103
1159
$2.56K ﹤0.01%
+173
1160
$2.52K ﹤0.01%
+26
1161
$2.52K ﹤0.01%
+192
1162
$2.52K ﹤0.01%
+80
1163
$2.5K ﹤0.01%
+6
1164
$2.49K ﹤0.01%
+127
1165
$2.46K ﹤0.01%
+20
1166
$2.46K ﹤0.01%
+33
1167
$2.42K ﹤0.01%
+126
1168
$2.42K ﹤0.01%
+211
1169
$2.41K ﹤0.01%
+74
1170
$2.4K ﹤0.01%
+223
1171
$2.4K ﹤0.01%
+36
1172
$2.31K ﹤0.01%
+57
1173
$2.3K ﹤0.01%
+172
1174
$2.3K ﹤0.01%
+42
1175
$2.29K ﹤0.01%
+148
45 46
47
48 49