EWP

Edmunds White Partners Portfolio holdings

AUM $69.2M
1-Year Return 56.54%
This Quarter Return
+8.54%
1 Year Return
+56.54%
3 Year Return
5 Year Return
10 Year Return
AUM
$61.7M
AUM Growth
Cap. Flow
+$61.7M
Cap. Flow %
100%
Top 10 Hldgs %
56.52%
Holding
53
New
53
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
FRNK
51
DELISTED
FRANKLIN FINL CORP VA COM STK (VA)
FRNK
$1K ﹤0.01%
+65
New +$1K
TA
52
DELISTED
TravelCenters of America LLC
TA
$0 ﹤0.01%
+5
New
FTR
53
DELISTED
Frontier Communications Corp.
FTR
$0 ﹤0.01%
+3
New