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
1176
$2.29K ﹤0.01%
+53
1177
$2.29K ﹤0.01%
+291
1178
$2.28K ﹤0.01%
+117
1179
$2.27K ﹤0.01%
+226
1180
$2.27K ﹤0.01%
+300
1181
$2.25K ﹤0.01%
+575
1182
$2.24K ﹤0.01%
+146
1183
$2.24K ﹤0.01%
+38
1184
$2.24K ﹤0.01%
+100
1185
$2.23K ﹤0.01%
+171
1186
$2.22K ﹤0.01%
+158
1187
$2.21K ﹤0.01%
+156
1188
$2.21K ﹤0.01%
+173
1189
$2.18K ﹤0.01%
+240
1190
$2.17K ﹤0.01%
+151
1191
$2.17K ﹤0.01%
+152
1192
$2.14K ﹤0.01%
+20
1193
$2.13K ﹤0.01%
+166
1194
$2.11K ﹤0.01%
+3
1195
$2.11K ﹤0.01%
+86
1196
$2.11K ﹤0.01%
+52
1197
$2.09K ﹤0.01%
+136
1198
$2.08K ﹤0.01%
+196
1199
$2.06K ﹤0.01%
+15
1200
$2.05K ﹤0.01%
+247
46 47
48
49 50