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
$559M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.44M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$5.44M
2
+$2.79M
3
+$1.56M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.19M
5
VHT icon
Vanguard Health Care ETF
VHT
+$811K

Sector Composition

1 Healthcare 14.74%
2 Technology 13.9%
3 Energy 13.59%
4 Financials 13.06%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23K ﹤0.01%
1,950
327
$23K ﹤0.01%
600
328
$23K ﹤0.01%
1,274
329
$22K ﹤0.01%
280
330
$21K ﹤0.01%
481
331
$21K ﹤0.01%
525
332
$21K ﹤0.01%
500
333
$20K ﹤0.01%
1,201
334
$20K ﹤0.01%
350
335
$20K ﹤0.01%
190
336
$19K ﹤0.01%
1,489
337
$19K ﹤0.01%
1,800
338
$19K ﹤0.01%
162
339
$19K ﹤0.01%
125
-12
340
$19K ﹤0.01%
560
341
$19K ﹤0.01%
500
342
$18K ﹤0.01%
155
343
$18K ﹤0.01%
140
344
$18K ﹤0.01%
748
345
$18K ﹤0.01%
150
346
$18K ﹤0.01%
256
347
$18K ﹤0.01%
158
348
$18K ﹤0.01%
1,200
349
$18K ﹤0.01%
1,200
350
$17K ﹤0.01%
1,200
12 13
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