EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
51
$7.96M 0.24%
+40,258
52
$7.87M 0.23%
+18,710
53
$7.79M 0.23%
+17,518
54
$7.75M 0.23%
+76,408
55
$7.45M 0.22%
88,631
+82,231
56
$6.71M 0.2%
325,065
+310,950
57
$6.46M 0.19%
+11,519
58
$6.42M 0.19%
+40,684
59
$6.31M 0.19%
18,162
+17,037
60
$5.85M 0.17%
58,980
+56,022
61
$5.63M 0.17%
+45,992
62
$5.58M 0.17%
+7,172
63
$5.53M 0.16%
+95,154
64
$5.42M 0.16%
+33,423
65
$5.39M 0.16%
+25,645
66
$5.36M 0.16%
+59,550
67
$5.29M 0.16%
+24,586
68
$5.18M 0.15%
+25,844
69
$5.15M 0.15%
+67,210
70
$4.84M 0.14%
+31,785
71
$4.79M 0.14%
51,284
+48,077
72
$4.77M 0.14%
+9,452
73
$4.46M 0.13%
+27,571
74
$4.43M 0.13%
+51,280
75
$4.34M 0.13%
+6,676
1 2
3
4 5