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
$603M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$3.32M
3
+$2.7M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.61M
5
CELG
Celgene Corp
CELG
+$943K

Top Sells

1
+$5.07M
2
+$1.84M
3
+$1.48M
4
GE icon
GE Aerospace
GE
+$1.31M
5
ABBV icon
AbbVie
ABBV
+$887K

Sector Composition

1 Healthcare 16.47%
2 Technology 15.42%
3 Financials 12.29%
4 Energy 11.14%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$32K 0.01%
1,260
302
$32K 0.01%
397
-25
303
$32K 0.01%
200
304
$32K 0.01%
613
305
$32K 0.01%
600
306
$32K 0.01%
1,000
-25
307
$31K 0.01%
600
308
$31K 0.01%
192
309
$31K 0.01%
165
310
$30K 0.01%
638
-5
311
$30K 0.01%
481
312
$30K 0.01%
200
313
$29K ﹤0.01%
500
314
$28K ﹤0.01%
400
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315
$28K ﹤0.01%
300
316
$28K ﹤0.01%
500
317
$28K ﹤0.01%
417
318
$27K ﹤0.01%
418
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319
$26K ﹤0.01%
500
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$26K ﹤0.01%
534
321
$26K ﹤0.01%
1,000
322
$26K ﹤0.01%
500
323
$26K ﹤0.01%
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324
$26K ﹤0.01%
1,000
325
$25K ﹤0.01%
748
11 12
13
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