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
$558M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$5.55M
3
+$2.21M
4
FTV icon
Fortive
FTV
+$1.78M
5
USB icon
US Bancorp
USB
+$1.34M

Top Sells

1
+$2.56M
2
+$2.53M
3
+$1.66M
4
DHR icon
Danaher
DHR
+$1.51M
5
ETN icon
Eaton
ETN
+$1.45M

Sector Composition

1 Healthcare 16.29%
2 Technology 14.77%
3 Energy 13.9%
4 Financials 10.53%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23K ﹤0.01%
201
327
$23K ﹤0.01%
481
328
$23K ﹤0.01%
600
329
$23K ﹤0.01%
500
330
$22K ﹤0.01%
300
331
$22K ﹤0.01%
280
332
$22K ﹤0.01%
192
333
$22K ﹤0.01%
500
334
$22K ﹤0.01%
1,274
335
$21K ﹤0.01%
+1,200
336
$21K ﹤0.01%
562
+494
337
$20K ﹤0.01%
+1,489
338
$20K ﹤0.01%
1,800
339
$20K ﹤0.01%
1,950
340
$20K ﹤0.01%
162
341
$20K ﹤0.01%
1,000
342
$19K ﹤0.01%
525
343
$19K ﹤0.01%
+1,200
344
$19K ﹤0.01%
151
345
$19K ﹤0.01%
748
346
$19K ﹤0.01%
500
347
$19K ﹤0.01%
560
348
$18K ﹤0.01%
155
349
$18K ﹤0.01%
1,201
350
$18K ﹤0.01%
140
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