EWP
Engrave Wealth Partners Portfolio holdings
AUM
$350M
This Quarter Return
+18.89%
1 Year Return
+13.08%
3 Year Return
+39.95%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(+18%)
Cap. Flow
+$3.2M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
60.24%
Holding
59
New
13
Increased
18
Reduced
14
Closed
5
Top Buys
1 |
Align Technology
ALGN
|
$2.89M |
2 |
Vanguard S&P 500 ETF
VOO
|
$2.4M |
3 |
PVH
PVH
|
$2.26M |
4 |
DFS
Discover Financial Services
DFS
|
$2.12M |
5 |
Albemarle
ALB
|
$2.07M |
Top Sells
1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$7.45M |
2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$4.22M |
3 |
NVIDIA
NVDA
|
$2.44M |
4 |
Apple
AAPL
|
$1.68M |
5 |
Advanced Micro Devices
AMD
|
$1.57M |
Sector Composition
1 | Energy | 10.67% |
2 | Healthcare | 7.43% |
3 | Consumer Discretionary | 7.19% |
4 | Technology | 4.69% |
5 | Materials | 4.68% |