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
1226
$1.78K ﹤0.01%
+42
1227
$1.77K ﹤0.01%
+28
1228
$1.76K ﹤0.01%
+68
1229
$1.76K ﹤0.01%
+60
1230
$1.76K ﹤0.01%
+14
1231
$1.75K ﹤0.01%
+36
1232
$1.73K ﹤0.01%
+95
1233
$1.73K ﹤0.01%
+32
1234
$1.72K ﹤0.01%
+125
1235
$1.72K ﹤0.01%
+33
1236
$1.71K ﹤0.01%
+119
1237
$1.7K ﹤0.01%
+285
1238
$1.67K ﹤0.01%
+50
1239
$1.67K ﹤0.01%
+42
1240
$1.64K ﹤0.01%
+17
1241
$1.64K ﹤0.01%
+27
1242
$1.63K ﹤0.01%
+42
1243
$1.62K ﹤0.01%
+22
1244
$1.6K ﹤0.01%
+102
1245
$1.6K ﹤0.01%
+6
1246
$1.59K ﹤0.01%
+140
1247
$1.59K ﹤0.01%
+70
1248
$1.58K ﹤0.01%
+123
1249
$1.58K ﹤0.01%
+71
1250
$1.56K ﹤0.01%
+39
48 49
50
51 52