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
276
$13K 0.01%
+121
277
$13K 0.01%
+39
278
$13K 0.01%
+88
279
$12K 0.01%
+328
280
$12K 0.01%
+705
281
$12K 0.01%
+200
282
$12K 0.01%
+105
283
$12K 0.01%
+40
284
$12K 0.01%
+16
285
$12K 0.01%
+50
286
$12K 0.01%
+115
287
$11K 0.01%
+100
288
$11K 0.01%
+428
289
$11K 0.01%
+248
290
$11K 0.01%
+710
291
$11K 0.01%
+94
292
$11K 0.01%
+221
293
$11K 0.01%
+71
294
$11K 0.01%
+384
295
$11K 0.01%
+95
296
$11K 0.01%
+74
297
$10K 0.01%
+181
298
$10K 0.01%
+200
299
$10K 0.01%
+88
300
$10K 0.01%
+28
10 11
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