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
$595M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.71M
3
+$3.41M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.41M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.11M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.41M
5
DD
Du Pont De Nemours E I
DD
+$1.06M

Sector Composition

1 Energy 18.35%
2 Technology 13.88%
3 Healthcare 13.37%
4 Financials 10.89%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$36K 0.01%
+1,000
302
$35K 0.01%
+250
303
$35K 0.01%
+921
304
$35K 0.01%
+924
305
$35K 0.01%
+540
306
$35K 0.01%
+1,000
307
$34K 0.01%
+500
308
$34K 0.01%
+350
309
$34K 0.01%
+850
310
$33K 0.01%
+1,000
311
$33K 0.01%
+1,989
312
$33K 0.01%
+272
313
$32K 0.01%
+310
314
$32K 0.01%
+1,600
315
$32K 0.01%
+1,240
316
$31K 0.01%
+305
317
$31K 0.01%
+1,180
318
$31K 0.01%
+518
319
$30K 0.01%
+450
320
$30K 0.01%
+2,114
321
$30K 0.01%
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322
$30K 0.01%
+245
323
$30K 0.01%
+800
324
$29K ﹤0.01%
+1,200
325
$29K ﹤0.01%
+440
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