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
$50M
AUM Growth
-$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.06M
3
+$944K
4
MMM icon
3M
MMM
+$646K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$589K

Top Sells

1
+$461M
2
+$284M
3
+$215M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$199M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$118M

Sector Composition

1 Real Estate 6.58%
2 Industrials 5.65%
3 Financials 3.2%
4 Consumer Discretionary 2.1%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-31,737
377
– –
-20,981
378
– –
-87,850
379
– –
-57,574
380
– –
-13,499
381
– –
-20,156
382
– –
-31,380
383
– –
-6,107
384
– –
-1,200
12 13 14 15
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