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
276
$44K 0.01%
74
277
$44K 0.01%
1,500
278
$43K 0.01%
1,800
279
$43K 0.01%
517
280
$42K 0.01%
1,006
281
$41K 0.01%
656
282
$40K 0.01%
960
283
$40K 0.01%
700
284
$40K 0.01%
3,300
285
$40K 0.01%
+382
286
$38K 0.01%
600
287
$38K 0.01%
714
-93
288
$38K 0.01%
272
289
$37K 0.01%
405
290
$37K 0.01%
924
291
$37K 0.01%
400
292
$36K 0.01%
720
293
$36K 0.01%
431
-50
294
$36K 0.01%
417
295
$36K 0.01%
1,000
296
$35K 0.01%
2,114
297
$35K 0.01%
245
298
$34K 0.01%
155
+130
299
$34K 0.01%
775
-2,325
300
$33K 0.01%
758
10 11
12
13 14