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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
376
$1K ﹤0.01%
18
377
$1K ﹤0.01%
10
-27
378
$1K ﹤0.01%
32
-54
379
$1K ﹤0.01%
95
-900
380
$1K ﹤0.01%
493
381
$1K ﹤0.01%
+28
382
$1K ﹤0.01%
+80
383
$1K ﹤0.01%
30
384
$1K ﹤0.01%
+33
385
$1K ﹤0.01%
50
386
$1K ﹤0.01%
+105
387
$1K ﹤0.01%
37
-51
388
$1K ﹤0.01%
14
-24
389
$1K ﹤0.01%
77
-120
390
$1K ﹤0.01%
300
391
$1K ﹤0.01%
+20
392
$1K ﹤0.01%
100
393
$1K ﹤0.01%
+80
394
$1K ﹤0.01%
6
-12
395
$1K ﹤0.01%
60
-80
396
$1K ﹤0.01%
200
397
$1K ﹤0.01%
+29
398
$1K ﹤0.01%
+500
399
$1K ﹤0.01%
22
400
$1K ﹤0.01%
+37
14 15
16
17 18