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
$636M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.05M
3 +$807K
4
NVS icon
Novartis
NVS
+$727K
5
VB icon
Vanguard Small-Cap ETF
VB
+$595K

Top Sells

1 +$2.76M
2 +$2.05M
3 +$1.78M
4
BIIB icon
Biogen
BIIB
+$1.17M
5
AGN
Allergan plc
AGN
+$1.15M

Sector Composition

1 Technology 20.22%
2 Healthcare 16.3%
3 Financials 12.09%
4 Energy 9.35%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$24K ﹤0.01%
1,000
327
$23K ﹤0.01%
700
328
$23K ﹤0.01%
200
329
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200
330
$22K ﹤0.01%
158
331
$22K ﹤0.01%
1,000
332
$21K ﹤0.01%
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333
$21K ﹤0.01%
427
334
$21K ﹤0.01%
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335
$21K ﹤0.01%
240
336
$20K ﹤0.01%
500
337
$20K ﹤0.01%
100
338
$20K ﹤0.01%
550
339
$19K ﹤0.01%
515
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$19K ﹤0.01%
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341
$19K ﹤0.01%
500
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342
$18K ﹤0.01%
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$18K ﹤0.01%
465
344
$18K ﹤0.01%
770
345
$18K ﹤0.01%
125
346
$18K ﹤0.01%
150
347
$17K ﹤0.01%
192
348
$17K ﹤0.01%
220
349
$17K ﹤0.01%
1,527
350
$17K ﹤0.01%
100