EWP

Edmunds White Partners Portfolio holdings

AUM $69.2M
1-Year Est. Return 56.54%
This Quarter Est. Return
1 Year Est. Return
+56.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.89M
3
+$4.01M
4
DWCH
Datawatch Corp
DWCH
+$3.48M
5
MWA icon
Mueller Water Products
MWA
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 26.23%
2 Financials 17.45%
3 Industrials 12.91%
4 Technology 10.32%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$922K 1.49%
+72,332
27
$646K 1.05%
+40,660
28
$611K 0.99%
+7,270
29
$606K 0.98%
+90,037
30
$604K 0.98%
+36,735
31
$454K 0.74%
+56,025
32
$324K 0.53%
+52,300
33
$292K 0.47%
+29,613
34
$243K 0.39%
+17,156
35
$230K 0.37%
+25,381
36
$178K 0.29%
+70,247
37
$149K 0.24%
+2,250
38
$139K 0.23%
+50,000
39
$95K 0.15%
+12,739
40
$92K 0.15%
+6,667
41
$62K 0.1%
+1,240
42
$56K 0.09%
+1,000
43
$50K 0.08%
+15,000
44
$28K 0.05%
+250
45
$25K 0.04%
+2,500
46
$23K 0.04%
+260
47
$12K 0.02%
+183
48
$8K 0.01%
+175
49
$6K 0.01%
+175
50
$2K ﹤0.01%
+146
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