EWP

Engrave Wealth Partners Portfolio holdings

AUM $350M
1-Year Est. Return 13.08%
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$10.6M
3 +$9.93M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$9.33M
5
XOM icon
Exxon Mobil
XOM
+$5.62M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.98%
2 Healthcare 5.08%
3 Technology 4.77%
4 Industrials 3.61%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K 0.02%
+540
227
$19K 0.02%
+438
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+129
229
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$18K 0.02%
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234
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+300
235
$18K 0.02%
+202
236
$17K 0.02%
+103
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$17K 0.02%
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$17K 0.02%
+203
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$17K 0.02%
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$17K 0.02%
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+300
245
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$16K 0.02%
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$16K 0.02%
+831
250
$16K 0.02%
+87