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
$712K
AUM Growth
-$524M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.94K
2
+$3.76K
3
+$1.63K
4
ARMK icon
Aramark
ARMK
+$1.34K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.03K

Top Sells

1
+$4.13M
2
+$222K
3
+$216K
4
RL icon
Ralph Lauren
RL
+$111K
5
AFC
Allied Capital Corporation
AFC
+$46K

Sector Composition

1 Energy 37.51%
2 Healthcare 10.96%
3 Technology 9.57%
4 Financials 7.38%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86 0.01%
2,206
-235
227
$85 0.01%
2,140
228
$85 0.01%
2,190
229
$82 0.01%
+1,000
230
$77 0.01%
961
231
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+1,000
232
$75 0.01%
84,000
+12,000
233
$73 0.01%
868
234
$72 0.01%
149
235
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7,000
236
$71 0.01%
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237
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890
238
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239
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240
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241
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242
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243
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244
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245
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246
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247
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1,500
248
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249
$56 0.01%
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250
$55 0.01%
1,532
8 9
10
11 12