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
$592M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.36M
3
+$1.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.03M
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
HRB icon
H&R Block
HRB
+$500K

Sector Composition

1 Healthcare 16.53%
2 Technology 14.45%
3 Financials 12.34%
4 Energy 11.41%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$29K ﹤0.01%
+165
327
$28K ﹤0.01%
600
328
$28K ﹤0.01%
600
329
$28K ﹤0.01%
200
-100
330
$28K ﹤0.01%
500
331
$27K ﹤0.01%
417
332
$26K ﹤0.01%
534
-500
333
$26K ﹤0.01%
200
334
$26K ﹤0.01%
1,000
335
$25K ﹤0.01%
745
336
$25K ﹤0.01%
440
337
$25K ﹤0.01%
500
338
$24K ﹤0.01%
525
339
$24K ﹤0.01%
1,000
340
$24K ﹤0.01%
171
-50
341
$23K ﹤0.01%
500
342
$23K ﹤0.01%
1,400
-616
343
$23K ﹤0.01%
748
344
$22K ﹤0.01%
550
345
$22K ﹤0.01%
1,000
346
$21K ﹤0.01%
643
+27
347
$21K ﹤0.01%
150
348
$21K ﹤0.01%
125
349
$21K ﹤0.01%
600
350
$20K ﹤0.01%
47
-25
12 13
14
15 16