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
201
$739K 0.02%
+1,330
202
$727K 0.02%
+11,372
203
$723K 0.02%
+6,836
204
$723K 0.02%
+20,172
205
$708K 0.02%
9,240
206
$700K 0.02%
+3,515
207
$695K 0.02%
+16,505
208
$688K 0.02%
+11,526
209
$673K 0.02%
+1,157
210
$663K 0.02%
50,327
+173
211
$661K 0.02%
+30,802
212
$661K 0.02%
+3,870
213
$655K 0.02%
12,041
+4,130
214
$648K 0.02%
11,371
215
$645K 0.02%
+66,781
216
$642K 0.02%
+1,152
217
$638K 0.02%
+6,740
218
$636K 0.02%
+5,073
219
$628K 0.02%
+2,393
220
$618K 0.02%
+2,189
221
$614K 0.02%
+1,916
222
$608K 0.02%
+10,075
223
$592K 0.02%
+18,377
224
$587K 0.02%
+9,146
225
$584K 0.02%
+4,517
7 8
9
10 11