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
$899M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M
2 +$890K
3 +$660K
4
EW icon
Edwards Lifesciences
EW
+$484K
5
BAC icon
Bank of America
BAC
+$398K

Sector Composition

1 Technology 22.16%
2 Healthcare 17.94%
3 Financials 10.63%
4 Industrials 7.47%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$130K 0.01%
775
252
$130K 0.01%
1,000
253
$127K 0.01%
660
254
$123K 0.01%
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255
$122K 0.01%
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256
$121K 0.01%
271
257
$121K 0.01%
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258
$120K 0.01%
3,611
259
$119K 0.01%
1,756
260
$119K 0.01%
4,000
261
$117K 0.01%
336
262
$117K 0.01%
700
-150
263
$115K 0.01%
523
+200
264
$114K 0.01%
688
265
$114K 0.01%
1,970
266
$113K 0.01%
1,440
267
$112K 0.01%
240
268
$112K 0.01%
562
269
$111K 0.01%
3,008
270
$110K 0.01%
456
271
$110K 0.01%
257
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$110K 0.01%
2,026
273
$109K 0.01%
400
274
$108K 0.01%
1,360
275
$107K 0.01%
1,222