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
$3.59B
AUM Growth
-$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.63M
3
+$6.65M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$4.45M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.33M

Top Sells

1
+$41.7M
2
+$10M
3
+$6.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.57M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.11M

Sector Composition

1 Technology 5.81%
2 Financials 2.61%
3 Healthcare 2.28%
4 Consumer Discretionary 2.09%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$645K 0.02%
3,740
227
$632K 0.02%
2,345
+1,569
228
$630K 0.02%
57,605
229
$627K 0.02%
21,246
-690
230
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6,162
-8
231
$624K 0.02%
66,901
+4
232
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4,592
+1,876
233
$614K 0.02%
1,179
-41
234
$612K 0.02%
123
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235
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4,808
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236
$606K 0.02%
6,415
+1,165
237
$593K 0.02%
3,201
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238
$592K 0.02%
5,013
239
$583K 0.02%
8,952
240
$582K 0.02%
567
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241
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4,404
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242
$577K 0.02%
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243
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5,061
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244
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15,279
-3,202
245
$567K 0.02%
1,087
+313
246
$560K 0.02%
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247
$557K 0.02%
3,334
+351
248
$554K 0.02%
25,318
+713
249
$554K 0.02%
11,499
-43
250
$552K 0.02%
4,999
+1,600
8 9
10
11 12