EWP
Engrave Wealth Partners Portfolio holdings
AUM
$350M
This Quarter Return
+4.18%
1 Year Return
+13.08%
3 Year Return
+39.95%
5 Year Return
–
10 Year Return
–
AUM
$297M
AUM Growth
+$297M
(+3.1%)
Cap. Flow
+$3.55M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
77.01%
Holding
74
New
4
Increased
17
Reduced
38
Closed
4
Top Buys
| 1 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$19.8M |
| 2 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$14.1M |
| 3 |
Vanguard Growth ETF
VUG
|
$2.7M |
| 4 |
Exxon Mobil
XOM
|
$1.85M |
| 5 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
$1.55M |
Top Sells
Sector Composition
| 1 | Energy | 20.5% |
| 2 | Technology | 2.17% |
| 3 | Healthcare | 1.6% |
| 4 | Financials | 1.4% |
| 5 | Industrials | 1.09% |
