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

Top Buys

1
+$1.27M
2
+$562K
3
+$514K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$511K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$415K

Top Sells

1
+$1.3M
2
+$184K
3
+$149K
4
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$106K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$97K

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
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$28K 0.03%
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$28K 0.03%
728
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377
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$28K 0.03%
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756
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504
+2
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$26K 0.03%
332
138
$26K 0.03%
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$25K 0.03%
1,375
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$25K 0.03%
514
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$24K 0.03%
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$24K 0.03%
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$24K 0.03%
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$24K 0.03%
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147
$22K 0.03%
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148
$21K 0.02%
183
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149
$21K 0.02%
373
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150
$21K 0.02%
87
+10
4 5
6
7 8