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
251
$67K 0.01%
1,560
+850
252
$64K 0.01%
1,770
-30
253
$63K 0.01%
271
254
$63K 0.01%
1,819
255
$62K 0.01%
+1,000
256
$61K 0.01%
2,500
257
$60K 0.01%
1,400
-132
258
$60K 0.01%
+10,000
259
$59K 0.01%
418
260
$59K 0.01%
2,500
261
$58K 0.01%
295
-35
262
$58K 0.01%
555
+155
263
$56K 0.01%
1,000
264
$55K 0.01%
1,085
265
$55K 0.01%
2,500
266
$54K 0.01%
3,100
267
$54K 0.01%
1,000
268
$53K 0.01%
74
269
$53K 0.01%
3,064
270
$53K 0.01%
598
271
$52K 0.01%
560
272
$52K 0.01%
4,800
273
$51K 0.01%
1,060
274
$51K 0.01%
240
275
$51K 0.01%
2,985
9 10
11
12 13