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
$592M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.36M
3
+$1.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.03M
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
HRB icon
H&R Block
HRB
+$500K

Sector Composition

1 Healthcare 16.53%
2 Technology 14.45%
3 Financials 12.34%
4 Energy 11.41%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$97K 0.02%
1,150
+75
227
$89K 0.02%
149
228
$89K 0.02%
1,000
229
$87K 0.01%
1,600
230
$87K 0.01%
+2,500
231
$84K 0.01%
2,615
-247
232
$83K 0.01%
770
+95
233
$83K 0.01%
592
-118
234
$82K 0.01%
1,876
-40
235
$82K 0.01%
2,140
236
$77K 0.01%
+1,156
237
$77K 0.01%
700
-40
238
$76K 0.01%
2,488
-85
239
$76K 0.01%
1,217
-83
240
$75K 0.01%
647
241
$75K 0.01%
2,970
242
$73K 0.01%
1,056
243
$73K 0.01%
1,500
244
$72K 0.01%
1,000
245
$72K 0.01%
852
-2,000
246
$69K 0.01%
584
+22
247
$69K 0.01%
1,500
248
$68K 0.01%
772
249
$68K 0.01%
1,384
250
$67K 0.01%
600
8 9
10
11 12