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
$850M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.53M
3
+$1.27M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.14M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1.14M

Top Sells

1
+$3.33M
2
+$1.24M
3
+$901K
4
GILD icon
Gilead Sciences
GILD
+$500K
5
BYSI icon
BeyondSpring
BYSI
+$498K

Sector Composition

1 Technology 22.77%
2 Healthcare 16.42%
3 Financials 10.98%
4 Industrials 7.64%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$78K 0.01%
1,140
302
$78K 0.01%
+1,000
303
$77K 0.01%
600
304
$76K 0.01%
205
305
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306
$75K 0.01%
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307
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+1,735
308
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1,000
309
$74K 0.01%
1,885
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310
$73K 0.01%
266
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311
$73K 0.01%
675
-8,335
312
$72K 0.01%
1,123
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313
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449
314
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269
315
$69K 0.01%
455
316
$67K 0.01%
1,462
317
$67K 0.01%
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318
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250
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322
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4
323
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324
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325
$65K 0.01%
2,000
11 12
13
14 15