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
276
$51K 0.01%
795
277
$51K 0.01%
2,500
278
$50K 0.01%
1,500
279
$49K 0.01%
405
280
$48K 0.01%
720
281
$47K 0.01%
568
282
$46K 0.01%
1,024
+100
283
$46K 0.01%
+1,000
284
$46K 0.01%
840
285
$46K 0.01%
32
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286
$45K 0.01%
431
287
$44K 0.01%
600
288
$44K 0.01%
700
289
$43K 0.01%
155
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290
$43K 0.01%
517
291
$42K 0.01%
+2,000
292
$41K 0.01%
1,500
-1,000
293
$40K 0.01%
155
294
$39K 0.01%
3,475
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295
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296
$39K 0.01%
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297
$38K 0.01%
1,194
298
$38K 0.01%
245
299
$38K 0.01%
366
300
$37K 0.01%
+1,000
10 11
12
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