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
151
$39K 0.04%
+500
152
$38K 0.04%
+532
153
$38K 0.04%
+445
154
$38K 0.04%
+600
155
$36K 0.03%
+600
156
$35K 0.03%
+385
157
$35K 0.03%
+1,575
158
$35K 0.03%
+64
159
$35K 0.03%
+250
160
$34K 0.03%
+1,100
161
$34K 0.03%
+5,920
162
$34K 0.03%
+398
163
$33K 0.03%
+802
164
$33K 0.03%
+377
165
$33K 0.03%
+602
166
$32K 0.03%
+219
167
$32K 0.03%
+202
168
$32K 0.03%
+750
169
$32K 0.03%
+133
170
$32K 0.03%
+698
171
$32K 0.03%
+425
172
$31K 0.03%
+332
173
$31K 0.03%
+203
174
$31K 0.03%
+145
175
$31K 0.03%
+502
5 6
7
8 9