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
301
$403K 0.01%
18,863
-12,329
302
$391K 0.01%
6,462
+410
303
$390K 0.01%
919
+12
304
$386K 0.01%
1,341
305
$384K 0.01%
48,683
306
$381K 0.01%
3,447
+559
307
$379K 0.01%
9,044
-4
308
$371K 0.01%
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309
$367K 0.01%
+6,093
310
$365K 0.01%
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311
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3,227
-17
312
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4,498
+34
313
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5,978
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314
$356K 0.01%
29,000
315
$351K 0.01%
1,652
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316
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1,442
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317
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318
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1,561
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319
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493
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320
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1,825
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321
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3,964
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322
$337K 0.01%
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323
$334K 0.01%
7,310
324
$334K 0.01%
1,492
+19
325
$334K 0.01%
4,069
+1,355
11 12
13
14 15