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
$559M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.44M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$5.44M
2
+$2.79M
3
+$1.56M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.19M
5
VHT icon
Vanguard Health Care ETF
VHT
+$811K

Sector Composition

1 Healthcare 14.74%
2 Technology 13.9%
3 Energy 13.59%
4 Financials 13.06%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$46K 0.01%
74
277
$45K 0.01%
1,006
278
$45K 0.01%
1,500
279
$44K 0.01%
+3,064
280
$43K 0.01%
600
281
$43K 0.01%
1,194
-1,653
282
$43K 0.01%
517
283
$41K 0.01%
656
284
$40K 0.01%
1,060
+100
285
$40K 0.01%
720
286
$40K 0.01%
3,300
287
$40K 0.01%
400
288
$39K 0.01%
2,500
289
$38K 0.01%
431
290
$37K 0.01%
405
291
$37K 0.01%
924
292
$37K 0.01%
400
293
$36K 0.01%
155
294
$36K 0.01%
300
-100
295
$36K 0.01%
245
296
$34K 0.01%
422
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297
$34K 0.01%
450
298
$34K 0.01%
714
299
$34K 0.01%
2,114
300
$34K 0.01%
2,500
10 11
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