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
376
$4K ﹤0.01%
+26
377
$4K ﹤0.01%
+47
378
$4K ﹤0.01%
+83
379
$4K ﹤0.01%
+204
380
$3K ﹤0.01%
+18
381
$3K ﹤0.01%
+240
382
$3K ﹤0.01%
+100
383
$3K ﹤0.01%
+493
384
$3K ﹤0.01%
+200
385
$3K ﹤0.01%
+20
386
$3K ﹤0.01%
+10
387
$3K ﹤0.01%
+10
388
$3K ﹤0.01%
+25
389
$3K ﹤0.01%
+75
390
$3K ﹤0.01%
+75
391
$3K ﹤0.01%
+171
392
$3K ﹤0.01%
+5,237
393
$3K ﹤0.01%
+50
394
$3K ﹤0.01%
+66
395
$2K ﹤0.01%
+26
396
$2K ﹤0.01%
+101
397
$2K ﹤0.01%
+100
398
$2K ﹤0.01%
+50
399
$2K ﹤0.01%
+25
400
$2K ﹤0.01%
+33
14 15
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