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
326
$332K 0.01%
54,000
-51,064
327
$331K 0.01%
1,709
-65
328
$329K 0.01%
10,289
+7
329
$328K 0.01%
+3,376
330
$322K 0.01%
4,218
+105
331
$320K 0.01%
1,951
332
$320K 0.01%
2,724
+356
333
$317K 0.01%
4,138
-124
334
$316K 0.01%
3,541
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335
$316K 0.01%
3,145
-78
336
$309K 0.01%
+5,470
337
$304K 0.01%
2,856
+356
338
$303K 0.01%
2,399
+491
339
$301K 0.01%
+3,023
340
$297K 0.01%
5,214
+330
341
$296K 0.01%
+3,917
342
$295K 0.01%
1,573
343
$294K 0.01%
2,230
-155
344
$294K 0.01%
552
+114
345
$291K 0.01%
2,079
-89
346
$288K 0.01%
2,177
347
$286K 0.01%
1,036
-43
348
$285K 0.01%
1,750
-2
349
$285K 0.01%
2,158
-93
350
$285K 0.01%
+4,878
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