EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.7B
AUM Growth
-$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$21.9M
3
+$8.74M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.98M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$7.64M

Top Sells

1
+$102M
2
+$28.8M
3
+$19.4M
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$6.79M
5
TAN icon
Invesco Solar ETF
TAN
+$6.61M

Sector Composition

1 Technology 4.86%
2 Financials 4.16%
3 Healthcare 2.99%
4 Consumer Discretionary 2.95%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$11K ﹤0.01%
106
-22
752
$11K ﹤0.01%
359
+58
753
$11K ﹤0.01%
32
+2
754
$11K ﹤0.01%
644
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755
$11K ﹤0.01%
+196
756
$11K ﹤0.01%
88
+16
757
$11K ﹤0.01%
129
-13
758
$11K ﹤0.01%
60,000
759
$11K ﹤0.01%
97
760
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394
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761
$11K ﹤0.01%
160
762
$11K ﹤0.01%
98
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763
$11K ﹤0.01%
95
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764
$10K ﹤0.01%
116
765
$10K ﹤0.01%
40
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$10K ﹤0.01%
250
767
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769
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$10K ﹤0.01%
34
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$10K ﹤0.01%
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$10K ﹤0.01%
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773
$10K ﹤0.01%
112
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$10K ﹤0.01%
1,000
775
$10K ﹤0.01%
72
29 30
31
32 33