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
251
$63K 0.01%
3,100
252
$61K 0.01%
860
-800
253
$60K 0.01%
708
-60
254
$60K 0.01%
1,500
255
$60K 0.01%
1,819
256
$58K 0.01%
1,340
257
$58K 0.01%
1,000
258
$54K 0.01%
450
259
$54K 0.01%
+1,600
260
$53K 0.01%
772
261
$51K 0.01%
4,800
262
$51K 0.01%
1,000
263
$50K 0.01%
2,500
264
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265
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266
$50K 0.01%
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267
$49K 0.01%
270
268
$49K 0.01%
271
269
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400
270
$47K 0.01%
560
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271
$47K 0.01%
3,242
272
$47K 0.01%
568
273
$45K 0.01%
330
274
$45K 0.01%
1,000
275
$44K 0.01%
1,085
9 10
11
12 13