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
$84.9M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Sector Composition

1 Energy 6.29%
2 Healthcare 5.22%
3 Technology 5.07%
4 Industrials 3.09%
5 Financials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$29K 0.03%
250
127
$29K 0.03%
300
-250
128
$28K 0.03%
750
129
$28K 0.03%
728
-195
130
$28K 0.03%
377
131
$28K 0.03%
432
+34
132
$28K 0.03%
698
133
$27K 0.03%
800
134
$27K 0.03%
756
-15
135
$27K 0.03%
284
+100
136
$27K 0.03%
504
+2
137
$26K 0.03%
332
138
$26K 0.03%
219
-104
139
$26K 0.03%
228
-117
140
$25K 0.03%
1,375
141
$25K 0.03%
514
-88
142
$25K 0.03%
226
-40
143
$24K 0.03%
465
-100
144
$24K 0.03%
130
-15
145
$24K 0.03%
600
146
$24K 0.03%
259
147
$22K 0.03%
1,575
148
$21K 0.02%
183
-36
149
$21K 0.02%
373
-72
150
$21K 0.02%
87
+10