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
$850M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.53M
3
+$1.27M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.14M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1.14M

Top Sells

1
+$3.33M
2
+$1.24M
3
+$901K
4
GILD icon
Gilead Sciences
GILD
+$500K
5
BYSI icon
BeyondSpring
BYSI
+$498K

Sector Composition

1 Technology 22.77%
2 Healthcare 16.42%
3 Financials 10.98%
4 Industrials 7.64%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$106K 0.01%
1,440
+15
277
$104K 0.01%
2,500
+1,500
278
$103K 0.01%
4,000
279
$102K 0.01%
286
+146
280
$102K 0.01%
+2,600
281
$102K 0.01%
+834
282
$100K 0.01%
1,970
283
$96K 0.01%
582
-6
284
$95K 0.01%
1,214
-50
285
$94K 0.01%
400
286
$93K 0.01%
1,198
+100
287
$93K 0.01%
785
+535
288
$91K 0.01%
2,801
289
$91K 0.01%
501
+331
290
$89K 0.01%
772
291
$87K 0.01%
600
292
$86K 0.01%
1,650
+1,540
293
$84K 0.01%
705
-500
294
$84K 0.01%
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295
$84K 0.01%
149
296
$83K 0.01%
1,576
297
$83K 0.01%
200
298
$82K 0.01%
360
+60
299
$81K 0.01%
165
300
$78K 0.01%
2,430
10 11
12
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