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
$268M
AUM Growth
-$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$14.5M
3 +$8.26M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$6.94M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Top Sells

1 +$30.3M
2 +$27.6M
3 +$12.8M
4
DBB icon
Invesco DB Base Metals Fund
DBB
+$7.2M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$7.01M

Sector Composition

1 Energy 15.15%
2 Technology 2.87%
3 Healthcare 2.28%
4 Financials 1.33%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-246,536