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
101
$2.31M 0.07%
+5,425
102
$2.27M 0.07%
+7,997
103
$2.26M 0.07%
+8,018
104
$2.25M 0.07%
+37,010
105
$2.24M 0.07%
88,290
106
$2.14M 0.06%
+94,265
107
$2.11M 0.06%
+8,456
108
$2.11M 0.06%
+11,980
109
$2.1M 0.06%
102,322
+87,622
110
$2.1M 0.06%
+18,191
111
$2.03M 0.06%
+8,136
112
$2.03M 0.06%
+3,865
113
$2.03M 0.06%
+9,509
114
$1.95M 0.06%
+11,513
115
$1.93M 0.06%
33,274
+22,989
116
$1.92M 0.06%
+8,804
117
$1.89M 0.06%
+14,893
118
$1.88M 0.06%
+8,247
119
$1.87M 0.06%
+30,713
120
$1.86M 0.06%
+13,988
121
$1.84M 0.05%
+151,104
122
$1.8M 0.05%
+2,360
123
$1.79M 0.05%
+15,785
124
$1.78M 0.05%
+5,122
125
$1.77M 0.05%
+44,526
3 4
5
6 7