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
$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
101
$2.96M 0.08%
12,745
102
$2.95M 0.08%
11,571
+213
103
$2.94M 0.08%
21,075
-92
104
$2.91M 0.08%
11,009
+2,271
105
$2.85M 0.08%
9,619
+46
106
$2.79M 0.08%
20,610
-1,269
107
$2.79M 0.08%
247,089
+37,000
108
$2.72M 0.08%
4
109
$2.71M 0.08%
240,374
+42,000
110
$2.61M 0.07%
4,194
-1,126
111
$2.61M 0.07%
2,459
+38
112
$2.51M 0.07%
19,501
+1,310
113
$2.49M 0.07%
197,826
-3,736
114
$2.4M 0.07%
27,220
+3,420
115
$2.35M 0.07%
9,277
116
$2.34M 0.07%
127,088
+41,514
117
$2.3M 0.06%
88,290
118
$2.25M 0.06%
33,267
-43,123
119
$2.2M 0.06%
9,668
+93
120
$2.18M 0.06%
4,380
+164
121
$2.16M 0.06%
7,450
+1,770
122
$2.14M 0.06%
18,889
+2,876
123
$2.09M 0.06%
35,377
+2,173
124
$2.06M 0.06%
7,913
-233
125
$2.05M 0.06%
22,692
+2,267
3 4
5
6 7