EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$559M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.59M
3
+$1.55M
4
EW icon
Edwards Lifesciences
EW
+$1.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1M

Top Sells

1
+$5.48M
2
+$2.79M
3
+$1.56M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.31M
5
VHT icon
Vanguard Health Care ETF
VHT
+$817K

Sector Composition

1 Healthcare 14.74%
2 Technology 13.9%
3 Energy 13.59%
4 Financials 13.06%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$33K 0.01%
417
302
$33K 0.01%
860
303
$32K 0.01%
500
304
$32K 0.01%
1,000
305
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1,000
306
$32K 0.01%
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307
$31K 0.01%
613
308
$30K 0.01%
1,000
309
$29K 0.01%
600
310
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758
311
$29K 0.01%
25
312
$29K 0.01%
592
313
$29K 0.01%
115
314
$28K 0.01%
433
315
$27K ﹤0.01%
72
316
$27K ﹤0.01%
250
317
$27K ﹤0.01%
300
318
$27K ﹤0.01%
675
-100
319
$26K ﹤0.01%
417
320
$26K ﹤0.01%
534
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$26K ﹤0.01%
221
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$25K ﹤0.01%
226
323
$25K ﹤0.01%
1,000
324
$24K ﹤0.01%
1,000
325
$24K ﹤0.01%
192
11 12
13
14 15