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
251
$61K 0.01%
+1,800
252
$59K 0.01%
+3,242
253
$59K 0.01%
+1,000
254
$59K 0.01%
+5,000
255
$57K 0.01%
+1,340
256
$56K 0.01%
+1,334
257
$54K 0.01%
+12,200
258
$54K 0.01%
+880
259
$54K 0.01%
+3,300
260
$54K 0.01%
+133
261
$54K 0.01%
+1,050
262
$53K 0.01%
+440
263
$53K 0.01%
+1,819
264
$52K 0.01%
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265
$52K 0.01%
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266
$52K 0.01%
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267
$52K 0.01%
+1,000
268
$52K 0.01%
5,000
269
$50K 0.01%
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270
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271
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272
$50K 0.01%
+2,500
273
$50K 0.01%
+2,100
274
$49K 0.01%
+5,250
275
$49K 0.01%
+286
9 10
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