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
51
$1K ﹤0.01%
+65
52
$0 ﹤0.01%
+5
53
$0 ﹤0.01%
+3
1 2
3