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
151
$470K 0.06%
+4,612
152
$462K 0.06%
+10,346
153
$458K 0.06%
+6,494
154
$455K 0.06%
+8,842
155
$452K 0.06%
+43,437
156
$446K 0.05%
+3,268
157
$441K 0.05%
+3,740
158
$436K 0.05%
+4,967
159
$435K 0.05%
+4,803
160
$428K 0.05%
+27,400
161
$423K 0.05%
+7,591
162
$423K 0.05%
+14,873
163
$416K 0.05%
+3,212
164
$413K 0.05%
+4,930
165
$403K 0.05%
+4,468
166
$392K 0.05%
+21,900
167
$388K 0.05%
+3,785
168
$388K 0.05%
+3,425
169
$386K 0.05%
+187,018
170
$379K 0.05%
+2,301
171
$375K 0.05%
+8,304
172
$375K 0.05%
+19,000
173
$372K 0.05%
+1,718
174
$364K 0.04%
+2,951
175
$358K 0.04%
+7,946