EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
1301
$1.09K ﹤0.01%
+69
1302
$1.08K ﹤0.01%
+75
1303
$1.07K ﹤0.01%
+6
1304
$1.06K ﹤0.01%
+15
1305
$1.04K ﹤0.01%
+8
1306
$1.03K ﹤0.01%
+231
1307
$1.01K ﹤0.01%
+73
1308
$1.01K ﹤0.01%
+63
1309
$1K ﹤0.01%
+70
1310
$969 ﹤0.01%
+74
1311
$964 ﹤0.01%
+12
1312
$949 ﹤0.01%
+62
1313
$944 ﹤0.01%
+58
1314
$938 ﹤0.01%
+20
1315
$928 ﹤0.01%
+409
1316
$915 ﹤0.01%
+37
1317
$905 ﹤0.01%
+295
1318
$905 ﹤0.01%
+31
1319
$901 ﹤0.01%
+74
1320
$897 ﹤0.01%
+9
1321
$868 ﹤0.01%
+33
1322
$852 ﹤0.01%
+10
1323
$846 ﹤0.01%
+118
1324
$836 ﹤0.01%
+9
1325
$824 ﹤0.01%
+31