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
351
$236K 0.01%
+19,848
352
$235K 0.01%
5,054
+54
353
$234K 0.01%
+862
354
$233K 0.01%
+5,136
355
$233K 0.01%
+8,699
356
$232K 0.01%
+2,617
357
$232K 0.01%
+1,419
358
$230K 0.01%
+2,866
359
$229K 0.01%
38,360
360
$228K 0.01%
+2,551
361
$228K 0.01%
+3,218
362
$225K 0.01%
+1,917
363
$225K 0.01%
+1,089
364
$225K 0.01%
+3,300
365
$225K 0.01%
13,000
366
$222K 0.01%
+2,163
367
$221K 0.01%
+2,880
368
$220K 0.01%
+4,348
369
$220K 0.01%
318,750
+281,250
370
$215K 0.01%
+3,721
371
$215K 0.01%
+2,216
372
$211K 0.01%
+87,850
373
$208K 0.01%
+2,865
374
$208K 0.01%
+3,257
375
$207K 0.01%
40,000
13 14
15
16 17