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
$103M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.98M
3
+$1.57M
4
FCX icon
Freeport-McMoran
FCX
+$1.56M
5
UPS icon
United Parcel Service
UPS
+$1.55M

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
476
– –
-71,481
477
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-267
478
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-9
479
– –
-200
480
– –
-560
481
– –
-142
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