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
1201
$2.04K ﹤0.01%
+171
1202
$2.04K ﹤0.01%
+155
1203
$2.03K ﹤0.01%
+102
1204
$2.02K ﹤0.01%
+77
1205
$2.02K ﹤0.01%
+33
1206
$2K ﹤0.01%
+29
1207
$2K ﹤0.01%
+24
1208
$1.99K ﹤0.01%
+31
1209
$1.99K ﹤0.01%
+11
1210
$1.98K ﹤0.01%
+24
1211
$1.97K ﹤0.01%
+18
1212
$1.96K ﹤0.01%
+35
1213
$1.94K ﹤0.01%
+39
1214
$1.9K ﹤0.01%
+80
1215
$1.89K ﹤0.01%
+54
1216
$1.88K ﹤0.01%
+120
1217
$1.85K ﹤0.01%
+28
1218
$1.83K ﹤0.01%
+23
1219
$1.83K ﹤0.01%
+61
1220
$1.83K ﹤0.01%
+676
1221
$1.82K ﹤0.01%
+243
1222
$1.81K ﹤0.01%
+173
1223
$1.8K ﹤0.01%
+41
1224
$1.79K ﹤0.01%
+470
1225
$1.79K ﹤0.01%
+23
47 48
49
50 51