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
76
$103K 0.1%
+1,588
77
$103K 0.1%
+1,230
78
$103K 0.1%
+1,912
79
$102K 0.1%
+483
80
$100K 0.1%
+938
81
$98K 0.09%
+301
82
$98K 0.09%
+1,036
83
$97K 0.09%
+712
84
$91K 0.09%
+2,174
85
$91K 0.09%
+779
86
$87K 0.08%
+350
87
$86K 0.08%
+1,638
88
$84K 0.08%
+286
89
$82K 0.08%
+1,507
90
$81K 0.08%
+776
91
$80K 0.08%
+732
92
$80K 0.08%
+1,200
93
$80K 0.08%
+487
94
$79K 0.08%
+915
95
$78K 0.08%
+239
96
$78K 0.08%
+505
97
$77K 0.07%
+2,094
98
$76K 0.07%
+3,169
99
$75K 0.07%
+1,506
100
$75K 0.07%
+550
2 3
4
5 6