EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.26B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$12.1M
3
+$10.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.7M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$8.43M

Top Sells

1
+$25.5M
2
+$17.8M
3
+$6.13M
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$5.88M
5
UPAR icon
UPAR Ultra Risk Parity ETF
UPAR
+$5.01M

Sector Composition

1 Technology 7.76%
2 Financials 2.72%
3 Communication Services 2.05%
4 Consumer Discretionary 1.93%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$362K 0.01%
+472
402
$361K 0.01%
+3,780
403
$360K 0.01%
+2,443
404
$359K 0.01%
7,852
+3,017
405
$358K 0.01%
4,650
+1,289
406
$357K 0.01%
1,337
+14
407
$356K 0.01%
31,205
+17,323
408
$352K 0.01%
1,890
-448
409
$352K 0.01%
+4,004
410
$350K 0.01%
1,421
+403
411
$350K 0.01%
7,992
-2,570
412
$349K 0.01%
+4,148
413
$348K 0.01%
29,000
414
$347K 0.01%
6,147
+1,829
415
$347K 0.01%
+3,884
416
$346K 0.01%
+10,612
417
$346K 0.01%
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418
$343K 0.01%
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419
$342K 0.01%
2,899
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420
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421
$335K 0.01%
15,993
+351
422
$332K 0.01%
+1,230
423
$331K 0.01%
+2,580
424
$330K 0.01%
+8,024
425
$330K 0.01%
13,000
15 16
17
18 19