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EWP
Engrave Wealth Partners Portfolio holdings
AUM
$350M
1-Year Est. Return
13.08%
This Fund
S&P 500
1 Year Est. Return
+13.08%
AUM
$316M
AUM Growth
+$19M
(+6.4%)
Holding
74
Top Buys
| 1 | +$7.53M | |
| 2 | +$1.51M | |
| 3 | +$1.51M | |
| 4 |
Sprott Physical Gold and Silver Trust
CEF
|
+$1.04M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$848K |
Top Sells
| 1 | +$2M | |
| 2 | +$368K | |
| 3 | +$353K | |
| 4 |
Vanguard Value ETF
VTV
|
+$300K |
| 5 |
First Trust Short Duration Managed Municipal ETF
FSMB
|
+$225K |
Sector Composition
| 1 | Energy | 18.27% |
| 2 | Technology | 2.43% |
| 3 | Healthcare | 1.51% |
| 4 | Financials | 1.45% |
| 5 | Industrials | 1.15% |