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
$558M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$5.55M
3
+$2.21M
4
FTV icon
Fortive
FTV
+$1.78M
5
USB icon
US Bancorp
USB
+$1.34M

Top Sells

1
+$2.56M
2
+$2.53M
3
+$1.66M
4
DHR icon
Danaher
DHR
+$1.51M
5
ETN icon
Eaton
ETN
+$1.45M

Sector Composition

1 Healthcare 16.29%
2 Technology 14.77%
3 Energy 13.9%
4 Financials 10.53%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$91K 0.02%
4,020
227
$89K 0.02%
1,325
+1,000
228
$89K 0.02%
2,094
229
$88K 0.02%
2,762
-350
230
$87K 0.02%
2,190
231
$86K 0.02%
2,792
232
$86K 0.02%
745
233
$84K 0.02%
2,710
234
$80K 0.01%
2,000
235
$79K 0.01%
2,140
236
$78K 0.01%
1,000
237
$77K 0.01%
961
238
$77K 0.01%
1,366
239
$76K 0.01%
1,000
240
$76K 0.01%
2,500
241
$75K 0.01%
+1,000
242
$74K 0.01%
1,600
243
$72K 0.01%
149
244
$72K 0.01%
1,532
245
$70K 0.01%
950
246
$68K 0.01%
562
247
$67K 0.01%
1,075
-850
248
$66K 0.01%
1,500
249
$66K 0.01%
1,500
250
$64K 0.01%
700
8 9
10
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