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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
351
$2K ﹤0.01%
+25
352
$2K ﹤0.01%
26
-53
353
$2K ﹤0.01%
20
354
$2K ﹤0.01%
10
355
$2K ﹤0.01%
19
-10
356
$2K ﹤0.01%
68
-153
357
$2K ﹤0.01%
21
-37
358
$2K ﹤0.01%
+30
359
$2K ﹤0.01%
100
360
$2K ﹤0.01%
+35
361
$2K ﹤0.01%
50
362
$2K ﹤0.01%
+17
363
$2K ﹤0.01%
+15
364
$2K ﹤0.01%
+182
365
$2K ﹤0.01%
47
-71
366
$2K ﹤0.01%
60
-125
367
$2K ﹤0.01%
48
368
$2K ﹤0.01%
59
-2
369
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11
-6
370
$2K ﹤0.01%
25
371
$2K ﹤0.01%
47
372
$2K ﹤0.01%
32
-42
373
$2K ﹤0.01%
+35
374
$2K ﹤0.01%
+400
375
$1K ﹤0.01%
+50
13 14
15
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