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
401
$219K 0.01%
3,057
+50
402
$214K 0.01%
6,667
+144
403
$209K 0.01%
+7,653
404
$208K 0.01%
6,630
-11,397
405
$208K 0.01%
+2,392
406
$207K 0.01%
1,817
+212
407
$206K 0.01%
10,283
-4,943
408
$206K 0.01%
2,499
-141
409
$204K 0.01%
+827
410
$201K 0.01%
133,122
411
$183K 0.01%
+23,992
412
$183K 0.01%
40,000
413
$180K 0.01%
10,188
414
$173K ﹤0.01%
10,629
-1,078
415
$162K ﹤0.01%
+10,485
416
$157K ﹤0.01%
18,019
417
$145K ﹤0.01%
318,750
418
$145K ﹤0.01%
38,278
-180
419
$145K ﹤0.01%
129,035
420
$122K ﹤0.01%
10,253
+17
421
$118K ﹤0.01%
19,142
-49
422
$116K ﹤0.01%
99,870
423
$111K ﹤0.01%
11,257
-20,869
424
$105K ﹤0.01%
14,552
-138
425
$101K ﹤0.01%
11,554
15 16
17
18 19