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
276
$463K 0.01%
6,251
+299
277
$461K 0.01%
6,034
+50
278
$454K 0.01%
19,998
279
$453K 0.01%
5,266
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280
$453K 0.01%
19,218
+104
281
$448K 0.01%
2,514
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282
$445K 0.01%
13,681
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283
$443K 0.01%
1,740
284
$436K 0.01%
7,974
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285
$435K 0.01%
75,740
-6,100
286
$431K 0.01%
1,071
+83
287
$425K 0.01%
1,768
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288
$421K 0.01%
40,469
289
$421K 0.01%
4,346
-323
290
$418K 0.01%
1,639
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291
$417K 0.01%
6,772
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292
$415K 0.01%
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293
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2,544
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294
$413K 0.01%
5,114
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295
$412K 0.01%
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296
$410K 0.01%
1,235
+217
297
$408K 0.01%
+10,562
298
$408K 0.01%
959
-6
299
$407K 0.01%
17,396
300
$403K 0.01%
2,123
10 11
12
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