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
$533M
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.36M
3
+$2.56M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.56M
5
AKAM icon
Akamai
AKAM
+$874K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$923K
4
DE icon
Deere & Co
DE
+$605K
5
CAT icon
Caterpillar
CAT
+$584K

Sector Composition

1 Healthcare 15.82%
2 Technology 14.19%
3 Energy 13.61%
4 Financials 9.75%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16K ﹤0.01%
137
352
$15K ﹤0.01%
100
353
$15K ﹤0.01%
368
354
$14K ﹤0.01%
1,000
355
$14K ﹤0.01%
220
356
$14K ﹤0.01%
300
357
$14K ﹤0.01%
+76
358
$13K ﹤0.01%
321
359
$13K ﹤0.01%
260
360
$13K ﹤0.01%
200
361
$13K ﹤0.01%
158
362
$13K ﹤0.01%
700
363
$13K ﹤0.01%
200
364
$13K ﹤0.01%
125
365
$13K ﹤0.01%
590
366
$12K ﹤0.01%
200
367
$12K ﹤0.01%
280
368
$12K ﹤0.01%
1,000
369
$12K ﹤0.01%
283
370
$12K ﹤0.01%
350
371
$12K ﹤0.01%
250
372
$11K ﹤0.01%
465
373
$11K ﹤0.01%
767
374
$11K ﹤0.01%
272
375
$11K ﹤0.01%
211
13 14
15
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