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
251
$54K 0.01%
+2,500
252
$53K 0.01%
4,800
253
$53K 0.01%
640
254
$53K 0.01%
450
255
$53K 0.01%
1,500
-1,500
256
$52K 0.01%
610
+50
257
$51K 0.01%
446
+45
258
$51K 0.01%
1,900
-250
259
$50K 0.01%
2,500
260
$50K 0.01%
2,000
261
$50K 0.01%
1,000
262
$48K 0.01%
270
263
$48K 0.01%
1,000
264
$47K 0.01%
1,800
265
$46K 0.01%
656
266
$46K 0.01%
568
-32
267
$46K 0.01%
271
-15
268
$46K 0.01%
517
269
$44K 0.01%
807
270
$44K 0.01%
3,242
271
$43K 0.01%
330
+50
272
$43K 0.01%
1,000
273
$43K 0.01%
400
274
$42K 0.01%
1,085
275
$42K 0.01%
481
-59
9 10
11
12 13