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
251
$16K 0.02%
+188
252
$16K 0.02%
+178
253
$16K 0.02%
+142
254
$15K 0.01%
+363
255
$15K 0.01%
+243
256
$15K 0.01%
+79
257
$15K 0.01%
+668
258
$15K 0.01%
+160
259
$15K 0.01%
+223
260
$15K 0.01%
+83
261
$15K 0.01%
+106
262
$14K 0.01%
+92
263
$14K 0.01%
+372
264
$14K 0.01%
+400
265
$14K 0.01%
+38
266
$14K 0.01%
+268
267
$14K 0.01%
+100
268
$14K 0.01%
+98
269
$14K 0.01%
+103
270
$13K 0.01%
+167
271
$13K 0.01%
+96
272
$13K 0.01%
+418
273
$13K 0.01%
+317
274
$13K 0.01%
+57
275
$13K 0.01%
+69
9 10
11
12 13