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
376
$248K 0.01%
5,960
377
$247K 0.01%
2,551
378
$247K 0.01%
12,398
379
$246K 0.01%
5,098
+133
380
$240K 0.01%
1,450
381
$240K 0.01%
+2,229
382
$239K 0.01%
3,016
+68
383
$235K 0.01%
2,163
384
$234K 0.01%
1,680
-9
385
$234K 0.01%
8,782
+101
386
$234K 0.01%
+11,106
387
$233K 0.01%
+3,084
388
$230K 0.01%
+1,287
389
$229K 0.01%
19,848
390
$228K 0.01%
+2,114
391
$228K 0.01%
+3,600
392
$227K 0.01%
615
+20
393
$226K 0.01%
3,015
-19
394
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+3,212
395
$226K 0.01%
+7,196
396
$224K 0.01%
2,656
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397
$223K 0.01%
+3,700
398
$223K 0.01%
1,221
+43
399
$221K 0.01%
2,005
400
$221K 0.01%
+1,223
14 15
16
17 18