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
$3.36B
AUM Growth
+$3.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$326M
2
+$276M
3
+$259M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$141M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$138M

Top Sells

1
+$784K
2
+$314K
3
+$187K
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$144K
5
VANI icon
Vivani Medical
VANI
+$64.8K

Sector Composition

1 Technology 4.77%
2 Financials 2.47%
3 Healthcare 1.9%
4 Consumer Discretionary 1.87%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$584K 0.02%
+58,605
227
$575K 0.02%
7,749
+4,398
228
$565K 0.02%
+19,583
229
$559K 0.02%
+31,783
230
$558K 0.02%
8,952
+1,935
231
$557K 0.02%
+2,293
232
$555K 0.02%
17,895
+7,025
233
$553K 0.02%
+36,800
234
$546K 0.02%
+2,356
235
$544K 0.02%
+4,767
236
$543K 0.02%
+13,928
237
$527K 0.02%
90,973
+49,840
238
$524K 0.02%
+3,982
239
$524K 0.02%
+2,746
240
$521K 0.02%
+6,768
241
$521K 0.02%
16,319
+8,923
242
$520K 0.02%
+9,295
243
$514K 0.02%
+54,360
244
$513K 0.02%
+5,013
245
$503K 0.01%
12,000
+1,000
246
$501K 0.01%
+15,206
247
$499K 0.01%
+1,569
248
$493K 0.01%
+6,071
249
$491K 0.01%
+6,365
250
$490K 0.01%
+27,754
8 9
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