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
1
$5.59M 9.06%
+1,179,315
2
$4.89M 7.92%
+373,060
3
$4.01M 6.5%
+167,841
4
$3.48M 5.64%
+196,241
5
$3.25M 5.27%
+471,747
6
$3.15M 5.1%
+409,947
7
$2.8M 4.53%
+167,113
8
$2.74M 4.44%
+255,843
9
$2.63M 4.27%
+271,113
10
$2.33M 3.78%
+220,930
11
$2.08M 3.37%
+466,633
12
$1.79M 2.9%
+186,178
13
$1.69M 2.74%
+279,342
14
$1.66M 2.68%
+61,424
15
$1.51M 2.44%
+49,261
16
$1.37M 2.23%
+218,255
17
$1.32M 2.15%
+120,498
18
$1.25M 2.03%
+49,628
19
$1.25M 2.03%
+78,175
20
$1.25M 2.02%
+291,615
21
$1.25M 2.02%
+77,741
22
$1.22M 1.98%
+332,271
23
$1.18M 1.91%
+14,211
24
$1.15M 1.86%
+46,500
25
$1.01M 1.63%
+27,758
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