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

Top Buys

1
+$10.8M
2
+$10.6M
3
+$9.93M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$9.33M
5
XOM icon
Exxon Mobil
XOM
+$5.62M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.98%
2 Healthcare 5.08%
3 Technology 4.77%
4 Industrials 3.61%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$465K 0.45%
+5,040
27
$386K 0.37%
+6,484
28
$365K 0.35%
+9,725
29
$341K 0.33%
+1,509
30
$329K 0.32%
+1,863
31
$329K 0.32%
+1,751
32
$308K 0.3%
+2,407
33
$295K 0.28%
+10,008
34
$291K 0.28%
+4,863
35
$267K 0.26%
+4,152
36
$265K 0.25%
+5,529
37
$263K 0.25%
+6,390
38
$254K 0.24%
+2,199
39
$253K 0.24%
+1,159
40
$235K 0.23%
+3,888
41
$218K 0.21%
+1,106
42
$216K 0.21%
+3,373
43
$214K 0.21%
+2,471
44
$188K 0.18%
+2,820
45
$186K 0.18%
+849
46
$182K 0.18%
+4,066
47
$182K 0.18%
+4,920
48
$182K 0.18%
+6,540
49
$167K 0.16%
+3,161
50
$164K 0.16%
+5,328
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