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
$533M
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.36M
3
+$2.56M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.56M
5
AKAM icon
Akamai
AKAM
+$874K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$923K
4
DE icon
Deere & Co
DE
+$605K
5
CAT icon
Caterpillar
CAT
+$584K

Sector Composition

1 Healthcare 15.82%
2 Technology 14.19%
3 Energy 13.61%
4 Financials 9.75%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$82K 0.02%
6,025
227
$81K 0.02%
2,710
-7,750
228
$80K 0.02%
2,190
229
$80K 0.02%
2,000
230
$78K 0.01%
961
231
$77K 0.01%
1,600
-1,300
232
$77K 0.01%
1,500
+500
233
$76K 0.01%
1,366
234
$75K 0.01%
1,000
235
$74K 0.01%
2,094
-112
236
$74K 0.01%
1,833
+1,800
237
$73K 0.01%
149
238
$72K 0.01%
3,100
+2,500
239
$72K 0.01%
768
-100
240
$71K 0.01%
890
241
$71K 0.01%
562
242
$69K 0.01%
1,532
243
$68K 0.01%
1,500
244
$67K 0.01%
1,500
245
$65K 0.01%
2,934
246
$60K 0.01%
1,819
247
$57K 0.01%
1,340
248
$56K 0.01%
700
249
$56K 0.01%
1,000
250
$54K 0.01%
772
8 9
10
11 12