EWP
Engrave Wealth Partners Portfolio holdings
AUM
$350M
This Quarter Return
+21.61%
1 Year Return
+13.08%
3 Year Return
+39.95%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+32%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
13.21%
Top 10 Holdings %
Top 10 Hldgs %
61.68%
Holding
523
New
61
Increased
141
Reduced
48
Closed
45
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$10.1M |
| 2 |
Invesco Dorsey Wright Utilities Momentum ETF
PUI
|
$1.74M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$108K |
| 4 |
RTN
Raytheon Company
RTN
|
$77K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$70K |
Sector Composition
| 1 | Technology | 9.43% |
| 2 | Energy | 7.93% |
| 3 | Healthcare | 7.08% |
| 4 | Financials | 3.27% |
| 5 | Industrials | 2.64% |
