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
$112M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$1.74M
3 +$108K
4
RTN
Raytheon Company
RTN
+$77K
5
IWF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
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