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
276
$425K 0.01%
+5,881
277
$425K 0.01%
+40,469
278
$425K 0.01%
+1,740
279
$424K 0.01%
+2,545
280
$416K 0.01%
+15,466
281
$412K 0.01%
+494
282
$411K 0.01%
+7,707
283
$410K 0.01%
+2,291
284
$409K 0.01%
+4,207
285
$408K 0.01%
+5,835
286
$407K 0.01%
+19,998
287
$402K 0.01%
+976
288
$402K 0.01%
+6,782
289
$399K 0.01%
+742
290
$398K 0.01%
+9,171
291
$397K 0.01%
+8,744
292
$396K 0.01%
+408
293
$394K 0.01%
+943
294
$394K 0.01%
+3,232
295
$393K 0.01%
+3,955
296
$392K 0.01%
12,200
+6,100
297
$372K 0.01%
+1,025
298
$367K 0.01%
4,347
+1,129
299
$365K 0.01%
+13,295
300
$363K 0.01%
+1,341
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