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
$595M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.71M
3
+$3.41M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.41M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.11M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.41M
5
DD
Du Pont De Nemours E I
DD
+$1.06M

Sector Composition

1 Energy 18.35%
2 Technology 13.88%
3 Healthcare 13.37%
4 Financials 10.89%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K ﹤0.01%
+500
352
$20K ﹤0.01%
+1,025
353
$20K ﹤0.01%
+1,200
354
$19K ﹤0.01%
+1,100
355
$19K ﹤0.01%
+748
356
$19K ﹤0.01%
+890
357
$19K ﹤0.01%
+162
358
$19K ﹤0.01%
+200
359
$19K ﹤0.01%
+400
360
$18K ﹤0.01%
+700
361
$18K ﹤0.01%
+500
362
$18K ﹤0.01%
+153
363
$18K ﹤0.01%
+1,000
364
$18K ﹤0.01%
+96
365
$18K ﹤0.01%
+900
366
$17K ﹤0.01%
+645
367
$17K ﹤0.01%
+135
368
$17K ﹤0.01%
+140
369
$17K ﹤0.01%
+300
370
$17K ﹤0.01%
+200
371
$17K ﹤0.01%
+100
372
$17K ﹤0.01%
+1,274
373
$16K ﹤0.01%
+425
374
$16K ﹤0.01%
+215
375
$16K ﹤0.01%
+300
13 14
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