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
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.98%
2 Healthcare 5.08%
3 Technology 4.75%
4 Industrials 3.63%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
+8
427
$0 ﹤0.01%
+19
428
0
429
$0 ﹤0.01%
+16
430
$0 ﹤0.01%
+3
431
$0 ﹤0.01%
+9
432
$0 ﹤0.01%
+18
433
0
434
$0 ﹤0.01%
+200