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
151
$1.58M 0.04%
12,202
+373
152
$1.57M 0.04%
12,488
-273
153
$1.56M 0.04%
7,885
+2,032
154
$1.55M 0.04%
12,116
+8
155
$1.54M 0.04%
31,860
+2,737
156
$1.54M 0.04%
45,366
-3,436
157
$1.5M 0.04%
52,572
158
$1.47M 0.04%
92,685
159
$1.4M 0.04%
+26,470
160
$1.4M 0.04%
40,669
+2
161
$1.37M 0.04%
13,119
+119
162
$1.37M 0.04%
22,037
+6,699
163
$1.37M 0.04%
62,206
+71
164
$1.36M 0.04%
23,956
+14
165
$1.34M 0.04%
48,558
166
$1.32M 0.04%
57,036
167
$1.32M 0.04%
71,265
+7,085
168
$1.31M 0.04%
3,070
-358
169
$1.29M 0.04%
8,519
+114
170
$1.26M 0.04%
+21,692
171
$1.26M 0.04%
30,080
-5,514
172
$1.24M 0.03%
10,260
+3,728
173
$1.24M 0.03%
12,197
+644
174
$1.22M 0.03%
17,316
+228
175
$1.2M 0.03%
3,587
-112
5 6
7
8 9