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
1376
$315 ﹤0.01%
+1
1377
$312 ﹤0.01%
+25
1378
$281 ﹤0.01%
+8
1379
$262 ﹤0.01%
+144
1380
$250 ﹤0.01%
+200
1381
$232 ﹤0.01%
+7
1382
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1383
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+6
1384
$206 ﹤0.01%
+14
1385
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+12
1386
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+25
1387
$197 ﹤0.01%
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1388
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1389
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+1
1390
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1391
$176 ﹤0.01%
+2
1392
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+4
1393
$159 ﹤0.01%
+31
1394
$158 ﹤0.01%
+3
1395
$133 ﹤0.01%
+3
1396
$132 ﹤0.01%
+237
1397
$122 ﹤0.01%
+2
1398
$111 ﹤0.01%
+4
1399
$58 ﹤0.01%
+10
1400
$50 ﹤0.01%
+21