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
$658M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$669K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$450K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$1.98M
2
+$362K
3
+$251K
4
NXPI icon
NXP Semiconductors
NXPI
+$217K
5
CERN
Cerner Corp
CERN
+$182K

Sector Composition

1 Technology 22.85%
2 Healthcare 21.6%
3 Financials 10.19%
4 Industrials 7.63%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$102K 0.02%
1,849
252
$101K 0.02%
287
253
$101K 0.02%
596
254
$99K 0.02%
9,507
-579
255
$98K 0.01%
772
256
$98K 0.01%
1,295
257
$96K 0.01%
2,800
258
$94K 0.01%
918
259
$94K 0.01%
284
-241
260
$93K 0.01%
688
261
$93K 0.01%
1,349
262
$93K 0.01%
1,440
263
$93K 0.01%
2,026
264
$92K 0.01%
582
265
$92K 0.01%
811
266
$92K 0.01%
2,261
267
$91K 0.01%
230
268
$89K 0.01%
527
269
$88K 0.01%
1,789
270
$88K 0.01%
205
271
$87K 0.01%
1,185
-75
272
$86K 0.01%
1,220
273
$85K 0.01%
900
274
$84K 0.01%
149
275
$84K 0.01%
4,000
9 10
11
12 13