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
$902M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$2.35M
3 +$2.3M
4
NFE icon
New Fortress Energy
NFE
+$1.51M
5
WY icon
Weyerhaeuser
WY
+$1.35M

Top Sells

1 +$8.19M
2 +$5.46M
3 +$1.81M
4
MTD icon
Mettler-Toledo International
MTD
+$574K
5
CVM icon
CEL-SCI Corp
CVM
+$441K

Sector Composition

1 Technology 23.28%
2 Healthcare 17.41%
3 Financials 10.46%
4 Industrials 7.12%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$67K 0.01%
1,160
327
$67K 0.01%
700
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$66K 0.01%
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329
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250
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560
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500
334
$61K 0.01%
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335
$61K 0.01%
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337
$60K 0.01%
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339
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$57K 0.01%
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$56K 0.01%
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343
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344
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345
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225
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349
$53K 0.01%
700
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$52K 0.01%
362