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
$592M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.36M
3
+$1.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.03M
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
HRB icon
H&R Block
HRB
+$500K

Sector Composition

1 Healthcare 16.53%
2 Technology 14.45%
3 Financials 12.34%
4 Energy 11.41%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$37K 0.01%
400
302
$35K 0.01%
433
303
$35K 0.01%
1,950
304
$35K 0.01%
1,575
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305
$34K 0.01%
422
306
$34K 0.01%
450
307
$34K 0.01%
2,114
308
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500
309
$34K 0.01%
11,700
-38,500
310
$33K 0.01%
325
311
$33K 0.01%
1,025
312
$32K 0.01%
658
-100
313
$32K 0.01%
25
314
$32K 0.01%
248
315
$32K 0.01%
613
316
$31K 0.01%
1,260
317
$30K 0.01%
226
318
$30K 0.01%
250
319
$29K ﹤0.01%
481
320
$29K ﹤0.01%
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321
$29K ﹤0.01%
300
322
$29K ﹤0.01%
500
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323
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324
$29K ﹤0.01%
5,000
325
$29K ﹤0.01%
192
11 12
13
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