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
176
$30K 0.03%
+400
177
$30K 0.03%
+60
178
$30K 0.03%
+91
179
$29K 0.03%
+1,375
180
$29K 0.03%
+911
181
$29K 0.03%
+460
182
$29K 0.03%
+317
183
$28K 0.03%
+1,800
184
$27K 0.03%
+189
185
$26K 0.03%
+199
186
$26K 0.03%
+450
187
$25K 0.02%
+437
188
$25K 0.02%
+237
189
$25K 0.02%
+2,719
190
$25K 0.02%
+22
191
$25K 0.02%
+544
192
$24K 0.02%
+202
193
$24K 0.02%
+547
194
$24K 0.02%
+280
195
$24K 0.02%
+855
196
$23K 0.02%
+206
197
$23K 0.02%
+400
198
$23K 0.02%
+400
199
$23K 0.02%
+254
200
$23K 0.02%
+40
6 7
8
9 10