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
51
$163K 0.16%
+798
52
$162K 0.16%
+1,090
53
$162K 0.16%
+2,938
54
$157K 0.15%
+1,154
55
$155K 0.15%
+1,674
56
$154K 0.15%
+2,508
57
$151K 0.15%
+3,822
58
$149K 0.14%
+1,255
59
$145K 0.14%
+604
60
$143K 0.14%
+1,905
61
$136K 0.13%
+411
62
$134K 0.13%
+10,752
63
$131K 0.13%
+926
64
$124K 0.12%
+1,000
65
$123K 0.12%
+853
66
$119K 0.11%
+2,398
67
$118K 0.11%
+993
68
$115K 0.11%
+931
69
$115K 0.11%
+1,400
70
$109K 0.1%
+1,157
71
$106K 0.1%
+1,655
72
$106K 0.1%
+3,487
73
$106K 0.1%
+2,690
74
$103K 0.1%
+2,944
75
$103K 0.1%
+2,415
1 2
3
4 5