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
$59.2M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$2.97M
3 +$1.84M
4
CUBI icon
Customers Bancorp
CUBI
+$1.68M
5
GTN icon
Gray Television
GTN
+$1.54M

Top Sells

1 +$5.72M
2 +$5.51M
3 +$3.82M
4
MODG icon
Topgolf Callaway Brands
MODG
+$3.26M
5
SQNS
Sequans Communications SA
SQNS
+$2.72M

Sector Composition

1 Real Estate 37.79%
2 Financials 10.24%
3 Consumer Discretionary 8.36%
4 Technology 6.94%
5 Healthcare 6.89%