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
351
$283K 0.01%
1,600
+235
352
$282K 0.01%
+1,172
353
$282K 0.01%
447
-2
354
$281K 0.01%
+5,070
355
$281K 0.01%
2,705
-42
356
$280K 0.01%
+1,878
357
$280K 0.01%
+850
358
$275K 0.01%
2,550
-70
359
$274K 0.01%
32,363
360
$274K 0.01%
7,293
+516
361
$272K 0.01%
1,472
+95
362
$272K 0.01%
+2,062
363
$268K 0.01%
15,000
364
$266K 0.01%
2,610
+36
365
$264K 0.01%
1,921
+9
366
$264K 0.01%
+7,091
367
$263K 0.01%
2,088
+53
368
$263K 0.01%
+1,137
369
$262K 0.01%
24,014
+81
370
$262K 0.01%
+4,236
371
$262K 0.01%
13,000
372
$258K 0.01%
+774
373
$254K 0.01%
12,071
-225
374
$254K 0.01%
1,131
-133
375
$252K 0.01%
4,547
-425
13 14
15
16 17