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
$658M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$669K
3
+$513K
4
AMZN icon
Amazon
AMZN
+$450K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$1.98M
2
+$362K
3
+$251K
4
NXPI icon
NXP Semiconductors
NXPI
+$217K
5
CERN
Cerner Corp
CERN
+$182K

Sector Composition

1 Technology 22.85%
2 Healthcare 21.6%
3 Financials 10.19%
4 Industrials 7.63%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$80K 0.01%
600
277
$80K 0.01%
956
-100
278
$77K 0.01%
845
279
$75K 0.01%
200
280
$74K 0.01%
5,589
281
$74K 0.01%
700
282
$73K 0.01%
2,033
+350
283
$72K 0.01%
3,724
284
$71K 0.01%
600
285
$70K 0.01%
1,785
-100
286
$70K 0.01%
2,611
287
$69K 0.01%
600
288
$69K 0.01%
1,500
289
$68K 0.01%
1,064
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290
$67K 0.01%
1,198
291
$66K 0.01%
560
292
$66K 0.01%
612
293
$65K 0.01%
1,462
294
$65K 0.01%
165
295
$64K 0.01%
874
296
$64K 0.01%
785
297
$62K 0.01%
573
-7
298
$62K 0.01%
2,500
299
$61K 0.01%
1,140
300
$61K 0.01%
449
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