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
228
$19K 0.02%
+129
229
$19K 0.02%
+184
230
$19K 0.02%
+400
231
$18K 0.02%
+70
232
$18K 0.02%
+600
233
$18K 0.02%
+61
234
$18K 0.02%
+300
235
$18K 0.02%
+202
236
$17K 0.02%
+103
237
$17K 0.02%
+98
238
$17K 0.02%
+203
239
$17K 0.02%
+68
240
$17K 0.02%
+60
241
$17K 0.02%
+100
242
$17K 0.02%
+604
243
$17K 0.02%
+600
244
$17K 0.02%
+300
245
$16K 0.02%
+206
246
$16K 0.02%
+800
247
$16K 0.02%
+58
248
$16K 0.02%
+199
249
$16K 0.02%
+831
250
$16K 0.02%
+87
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