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
1251
$1.55K ﹤0.01%
+6
1252
$1.54K ﹤0.01%
+37
1253
$1.54K ﹤0.01%
+11
1254
$1.54K ﹤0.01%
+20
1255
$1.54K ﹤0.01%
+16
1256
$1.54K ﹤0.01%
+8
1257
$1.52K ﹤0.01%
+38
1258
$1.52K ﹤0.01%
+28
1259
$1.51K ﹤0.01%
+70
1260
$1.49K ﹤0.01%
+94
1261
$1.49K ﹤0.01%
+9
1262
$1.49K ﹤0.01%
+92
1263
$1.48K ﹤0.01%
+67
1264
$1.48K ﹤0.01%
+13
1265
$1.48K ﹤0.01%
+121
1266
$1.47K ﹤0.01%
+203
1267
$1.47K ﹤0.01%
+1
1268
$1.44K ﹤0.01%
+262
1269
$1.44K ﹤0.01%
+15
1270
$1.43K ﹤0.01%
+19
1271
$1.43K ﹤0.01%
+53
1272
$1.43K ﹤0.01%
+88
1273
$1.41K ﹤0.01%
+156
1274
$1.4K ﹤0.01%
+98
1275
$1.4K ﹤0.01%
+27
49 50
51
52 53