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
$654M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$1.82M
3 +$1.34M
4
ABBV icon
AbbVie
ABBV
+$828K
5
D icon
Dominion Energy
D
+$810K

Top Sells

1 +$2.69M
2 +$1.63M
3 +$1.33M
4
OLED icon
Universal Display
OLED
+$1.04M
5
CELG
Celgene Corp
CELG
+$838K

Sector Composition

1 Technology 21.94%
2 Healthcare 16.95%
3 Financials 13.45%
4 Energy 7.64%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$42K 0.01%
453
302
$41K 0.01%
508
303
$41K 0.01%
165
304
$40K 0.01%
481
305
$38K 0.01%
1,000
306
$37K 0.01%
1,260
307
$37K 0.01%
700
308
$37K 0.01%
100
309
$36K 0.01%
171
310
$36K 0.01%
25
311
$36K 0.01%
+1,200
312
$35K 0.01%
251
+37
313
$34K 0.01%
350
+100
314
$34K 0.01%
534
315
$34K 0.01%
1,250
316
$33K 0.01%
66
+19
317
$33K 0.01%
440
318
$33K 0.01%
500
319
$32K ﹤0.01%
2,042
320
$32K ﹤0.01%
300
321
$32K ﹤0.01%
4,812
322
$31K ﹤0.01%
500
323
$31K ﹤0.01%
200
324
$31K ﹤0.01%
1,085
325
$30K ﹤0.01%
600