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
76
$4.32M 0.13%
+45,835
77
$4.32M 0.13%
+17,460
78
$4.17M 0.12%
273,471
+223,471
79
$4.11M 0.12%
+32,258
80
$4.09M 0.12%
3,072
+2,878
81
$4.01M 0.12%
69,775
+16,343
82
$3.75M 0.11%
+13,439
83
$3.63M 0.11%
+21,423
84
$3.6M 0.11%
+19,748
85
$3.57M 0.11%
+30,670
86
$3.55M 0.11%
22,075
+20,467
87
$3.5M 0.1%
7,695
+7,204
88
$3.41M 0.1%
+11,829
89
$3.3M 0.1%
+141,687
90
$3.17M 0.09%
5
+4
91
$3.12M 0.09%
+153,278
92
$3.01M 0.09%
+62,727
93
$2.88M 0.09%
+51,893
94
$2.57M 0.08%
202,185
+178,685
95
$2.55M 0.08%
+6,100
96
$2.51M 0.07%
9,277
+2,481
97
$2.48M 0.07%
21,167
+18,597
98
$2.43M 0.07%
+59,240
99
$2.36M 0.07%
+9,609
100
$2.33M 0.07%
+10,828
2 3
4
5 6