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
251
$551K 0.02%
2,089
-107
252
$550K 0.02%
1,132
+136
253
$545K 0.02%
955
+177
254
$541K 0.02%
6,635
+1,242
255
$531K 0.01%
9,432
+1,043
256
$529K 0.01%
2,343
+85
257
$529K 0.01%
7,531
+1,341
258
$527K 0.01%
10,365
+1,000
259
$525K 0.01%
3,974
-1,934
260
$523K 0.01%
4,269
-158
261
$502K 0.01%
9,425
+266
262
$502K 0.01%
1,810
+72
263
$496K 0.01%
36,800
264
$495K 0.01%
2,353
-4
265
$493K 0.01%
2,629
+508
266
$491K 0.01%
3,955
267
$491K 0.01%
771
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268
$489K 0.01%
53,360
269
$483K 0.01%
+14,145
270
$477K 0.01%
7,484
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271
$476K 0.01%
2,250
272
$468K 0.01%
13,195
+29
273
$466K 0.01%
2,075
+228
274
$464K 0.01%
8,701
+69
275
$463K 0.01%
8,070
9 10
11
12 13