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
101
$74K 0.07%
+1,874
102
$74K 0.07%
+1,367
103
$74K 0.07%
+579
104
$72K 0.07%
+2,174
105
$72K 0.07%
+1,300
106
$71K 0.07%
+632
107
$69K 0.07%
+685
108
$69K 0.07%
+924
109
$66K 0.06%
+748
110
$65K 0.06%
+582
111
$64K 0.06%
+372
112
$64K 0.06%
+771
113
$63K 0.06%
+844
114
$63K 0.06%
+195
115
$62K 0.06%
+1,093
116
$62K 0.06%
+565
117
$60K 0.06%
+464
118
$57K 0.05%
+897
119
$56K 0.05%
+2,414
120
$55K 0.05%
+2,127
121
$54K 0.05%
+235
122
$54K 0.05%
+370
123
$52K 0.05%
+177
124
$51K 0.05%
+698
125
$51K 0.05%
+744
3 4
5
6 7