We are live on ! Find out more
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
$103M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.94M
3
+$1.69M
4
FCX icon
Freeport-McMoran
FCX
+$1.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.36M

Top Sells

1
+$10.5M
2
+$3.12M
3
+$2.52M
4
NEM icon
Newmont
NEM
+$1.56M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.53M

Sector Composition

1 Technology 10.39%
2 Energy 8.11%
3 Industrials 5.22%
4 Healthcare 4.65%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-103
377
– –
-66
378
– –
-732
379
– –
-3,161
380
– –
-130
381
– –
-142
382
– –
-20
383
– –
-100
384
– –
-50
385
– –
-675
386
– –
-676
387
– –
-18
388
– –
-32
389
– –
-3,610
390
– –
-1,840
391
– –
-23
392
– –
-14
393
– –
-10
394
– –
-100
395
– –
-23
396
– –
-45
397
– –
-600
398
– –
-116
399
– –
-63
400
– –
-134
14 15
16
17 18