EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.71M
3
+$3.41M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.41M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.11M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.41M
5
DD
Du Pont De Nemours E I
DD
+$1.06M

Sector Composition

1 Energy 18.35%
2 Technology 13.88%
3 Healthcare 13.37%
4 Financials 10.89%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88K 0.01%
+3,450
227
$87K 0.01%
+1,531
228
$87K 0.01%
+1,965
229
$85K 0.01%
+500
230
$83K 0.01%
+1,150
231
$83K 0.01%
+863
232
$82K 0.01%
+2,106
233
$78K 0.01%
+695
234
$76K 0.01%
+7,200
235
$76K 0.01%
+1,416
236
$75K 0.01%
+2,140
237
$74K 0.01%
+1,000
238
$73K 0.01%
+3,000
239
$71K 0.01%
+585
240
$70K 0.01%
+1,050
241
$68K 0.01%
+2,000
242
$68K 0.01%
+848
243
$67K 0.01%
+1,256
244
$67K 0.01%
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245
$67K 0.01%
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246
$66K 0.01%
+1,532
247
$66K 0.01%
+2,373
248
$64K 0.01%
+1,112
249
$64K 0.01%
+2,129
250
$61K 0.01%
+1,366
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