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
$899M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M
2 +$890K
3 +$660K
4
EW icon
Edwards Lifesciences
EW
+$484K
5
BAC icon
Bank of America
BAC
+$398K

Sector Composition

1 Technology 22.16%
2 Healthcare 17.94%
3 Financials 10.63%
4 Industrials 7.47%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$107K 0.01%
165
277
$106K 0.01%
582
278
$105K 0.01%
4,224
279
$104K 0.01%
+4,228
280
$102K 0.01%
1,349
281
$101K 0.01%
165
282
$99K 0.01%
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283
$98K 0.01%
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284
$98K 0.01%
845
285
$96K 0.01%
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286
$95K 0.01%
600
287
$94K 0.01%
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288
$92K 0.01%
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289
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290
$90K 0.01%
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291
$88K 0.01%
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293
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294
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295
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$82K 0.01%
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300
$81K 0.01%
1,198