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
126
$2.05M 0.06%
50,449
+5,918
127
$2.02M 0.06%
32,348
+265
128
$1.99M 0.06%
45,360
+10,711
129
$1.92M 0.05%
9,362
+654
130
$1.9M 0.05%
150,458
+589
131
$1.87M 0.05%
8,147
-70
132
$1.83M 0.05%
5,469
+617
133
$1.83M 0.05%
96,535
-89,352
134
$1.82M 0.05%
171,503
+20,000
135
$1.82M 0.05%
5,040
-20
136
$1.81M 0.05%
18,027
+4,303
137
$1.8M 0.05%
1,963
+196
138
$1.79M 0.05%
13,643
-150
139
$1.79M 0.05%
5,088
+66
140
$1.77M 0.05%
11,568
+112
141
$1.74M 0.05%
5,900
+44
142
$1.72M 0.05%
12,482
-199
143
$1.69M 0.05%
5,896
+3,606
144
$1.65M 0.05%
12,509
+89
145
$1.65M 0.05%
8,196
+40
146
$1.65M 0.05%
9,321
+454
147
$1.63M 0.05%
14,094
+140
148
$1.61M 0.04%
4,128
+80
149
$1.6M 0.04%
20,455
+2,324
150
$1.58M 0.04%
10,552
+2
4 5
6
7 8