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EWP

Engrave Wealth Partners Portfolio holdings

AUM $350M
1-Year Est. Return 13.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.9M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$643K
3
+$609K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$609K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$478K

Top Sells

1
+$1.31M
2
+$221K
3
+$149K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$122K
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$106K

Sector Composition

1 Energy 6.29%
2 Healthcare 5.22%
3 Technology 5.05%
4 Industrials 3.1%
5 Financials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K 0.01%
116
-164
252
$6K 0.01%
+14
253
$6K 0.01%
73
-130
254
$6K 0.01%
+32
255
$6K 0.01%
42
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256
$6K 0.01%
45
257
$6K 0.01%
107
+4
258
$6K 0.01%
705
259
$6K 0.01%
243
260
$6K 0.01%
428
261
$6K 0.01%
372
-572
262
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-200
263
$6K 0.01%
138
264
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296
265
$6K 0.01%
70
266
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65
267
$6K 0.01%
70
268
$6K 0.01%
100
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269
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73
270
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34
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$5K 0.01%
150
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272
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38
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273
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23
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274
$5K 0.01%
40
-261
275
$5K 0.01%
137
-201
9 10
11
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