EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
451
– –
-2,384
452
– –
-2,640
453
– –
-31,365
454
– –
-70,561
455
– –
-23,233
456
– –
-10,385
457
– –
-5,817
458
– –
-4,227
459
– –
-3,734
460
– –
-4,041
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