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
$50M
AUM Growth
-$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.06M
3
+$944K
4
MMM icon
3M
MMM
+$646K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$589K

Top Sells

1
+$461M
2
+$284M
3
+$215M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$199M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$118M

Sector Composition

1 Real Estate 6.58%
2 Industrials 5.65%
3 Financials 3.2%
4 Consumer Discretionary 2.1%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.45%
3,207
-48,317
52
$273K 0.44%
7,341
53
$268K 0.43%
+38,360
54
$268K 0.43%
2,570
-17,617
55
$265K 0.43%
1,554
-122,661
56
$265K 0.43%
2,958
-77,312
57
$264K 0.43%
6,100
-6,100
58
$257K 0.42%
1,176
-675
59
$249K 0.4%
+5,000
60
$242K 0.39%
3,218
-1,129
61
$239K 0.39%
41,133
-60,040
62
$237K 0.38%
1,608
-23,034
63
$236K 0.38%
3,351
-24,914
64
$236K 0.38%
11,936
65
$235K 0.38%
194
-2,893
66
$234K 0.38%
491
-7,272
67
$228K 0.37%
1,800
-900
68
$226K 0.37%
12,000
-28,356
69
$225K 0.37%
14,914
-42,042
70
$222K 0.36%
4,500
-4,365
71
$210K 0.34%
7,396
-1,527
72
$210K 0.34%
10,460
-25,864
73
$207K 0.34%
+13,000
74
$202K 0.33%
40,000
-12,345
75
$187K 0.3%
47,000
1 2
3
4 5