EWP

Edmunds White Partners Portfolio holdings

AUM $69.2M
1-Year Est. Return 56.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
+$343K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$3.95M
3
+$2.61M
4
WNRL
Western Refining Logistics, LP
WNRL
+$2.43M
5
MNI
The McClatchy Company Class A Common Stock
MNI
+$2.42M

Top Sells

1
+$6M
2
+$3.92M
3
+$3.43M
4
LEE icon
Lee Enterprises
LEE
+$2.2M
5
GNW icon
Genworth Financial
GNW
+$1.99M

Sector Composition

1 Real Estate 23.62%
2 Industrials 17.66%
3 Technology 11.97%
4 Healthcare 9.01%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-174,135
52
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-63,541
53
$0 ﹤0.01%
3
54
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-76,556
55
– –
-74,303
56
– –
-263,199
57
– –
-172,267
58
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-72,640
59
– –
-36,098
60
– –
-55,135
1 2
3