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
$533M
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.36M
3
+$2.56M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.56M
5
AKAM icon
Akamai
AKAM
+$874K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$923K
4
DE icon
Deere & Co
DE
+$605K
5
CAT icon
Caterpillar
CAT
+$584K

Sector Composition

1 Healthcare 15.82%
2 Technology 14.19%
3 Energy 13.61%
4 Financials 9.75%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$21K ﹤0.01%
250
327
$21K ﹤0.01%
500
+200
328
$20K ﹤0.01%
162
329
$20K ﹤0.01%
300
330
$20K ﹤0.01%
1,274
331
$19K ﹤0.01%
1,800
332
$19K ﹤0.01%
748
333
$19K ﹤0.01%
425
334
$18K ﹤0.01%
155
+125
335
$18K ﹤0.01%
1,100
336
$18K ﹤0.01%
525
337
$18K ﹤0.01%
140
338
$18K ﹤0.01%
1,200
339
$18K ﹤0.01%
+500
340
$17K ﹤0.01%
1,201
341
$17K ﹤0.01%
151
-75
342
$17K ﹤0.01%
1,950
343
$17K ﹤0.01%
500
344
$17K ﹤0.01%
100
345
$17K ﹤0.01%
+1,000
346
$16K ﹤0.01%
179
347
$16K ﹤0.01%
214
348
$16K ﹤0.01%
150
349
$16K ﹤0.01%
153
350
$16K ﹤0.01%
600
12 13
14
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