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
251
$487K 0.01%
100,000
252
$483K 0.01%
+1,433
253
$482K 0.01%
+2,720
254
$477K 0.01%
+1,301
255
$473K 0.01%
+8,070
256
$472K 0.01%
9,365
+4,865
257
$464K 0.01%
9,232
+122
258
$463K 0.01%
+3,307
259
$460K 0.01%
+19,114
260
$459K 0.01%
+2,250
261
$457K 0.01%
+4,540
262
$451K 0.01%
+20,970
263
$446K 0.01%
+9,325
264
$446K 0.01%
+980
265
$446K 0.01%
+26,785
266
$444K 0.01%
+2,165
267
$444K 0.01%
+4,416
268
$444K 0.01%
+7,663
269
$441K 0.01%
+1,696
270
$437K 0.01%
+3,326
271
$437K 0.01%
+7,491
272
$435K 0.01%
+8,153
273
$434K 0.01%
+32,643
274
$432K 0.01%
3,955
275
$427K 0.01%
+1,385
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