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
451
$286K 0.01%
+2,248
452
$286K 0.01%
+3,743
453
$285K 0.01%
2,105
+193
454
$284K 0.01%
13,328
-86
455
$283K 0.01%
+1,676
456
$282K 0.01%
+3,091
457
$281K 0.01%
2,713
+800
458
$281K 0.01%
+12,020
459
$281K 0.01%
+3,261
460
$279K 0.01%
+1,035
461
$278K 0.01%
+595
462
$275K 0.01%
+5,007
463
$275K 0.01%
43,683
-5,000
464
$274K 0.01%
+1,539
465
$273K 0.01%
+1,222
466
$273K 0.01%
2,765
-435
467
$273K 0.01%
318,750
468
$273K 0.01%
+17,000
469
$272K 0.01%
3,600
470
$272K 0.01%
+2,377
471
$272K 0.01%
+709
472
$270K 0.01%
+668
473
$270K 0.01%
+1,288
474
$269K 0.01%
8,686
475
$269K 0.01%
+4,618
17 18
19
20 21