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
351
$6K 0.01%
+312
352
$5K ﹤0.01%
+20
353
$5K ﹤0.01%
+61
354
$5K ﹤0.01%
+86
355
$5K ﹤0.01%
+103
356
$5K ﹤0.01%
+54
357
$5K ﹤0.01%
+30
358
$5K ﹤0.01%
+45
359
$5K ﹤0.01%
+140
360
$5K ﹤0.01%
+112
361
$4K ﹤0.01%
+83
362
$4K ﹤0.01%
+125
363
$4K ﹤0.01%
+29
364
$4K ﹤0.01%
+167
365
$4K ﹤0.01%
+72
366
$4K ﹤0.01%
+29
367
$4K ﹤0.01%
+38
368
$4K ﹤0.01%
+197
369
$4K ﹤0.01%
+27
370
$4K ﹤0.01%
+100
371
$4K ﹤0.01%
+59
372
$4K ﹤0.01%
+42
373
$4K ﹤0.01%
+300
374
$4K ﹤0.01%
+120
375
$4K ﹤0.01%
+18