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
$558M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$5.55M
3
+$2.21M
4
FTV icon
Fortive
FTV
+$1.78M
5
USB icon
US Bancorp
USB
+$1.34M

Top Sells

1
+$2.56M
2
+$2.53M
3
+$1.66M
4
DHR icon
Danaher
DHR
+$1.51M
5
ETN icon
Eaton
ETN
+$1.45M

Sector Composition

1 Healthcare 16.29%
2 Technology 14.77%
3 Energy 13.9%
4 Financials 10.53%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K ﹤0.01%
+256
352
$18K ﹤0.01%
1,200
353
$17K ﹤0.01%
350
354
$17K ﹤0.01%
214
355
$17K ﹤0.01%
150
356
$17K ﹤0.01%
153
357
$17K ﹤0.01%
425
358
$17K ﹤0.01%
329
-129
359
$17K ﹤0.01%
100
360
$16K ﹤0.01%
179
361
$16K ﹤0.01%
137
362
$16K ﹤0.01%
550
-1,350
363
$15K ﹤0.01%
465
364
$15K ﹤0.01%
300
365
$15K ﹤0.01%
76
366
$14K ﹤0.01%
1,000
367
$14K ﹤0.01%
158
368
$14K ﹤0.01%
125
369
$14K ﹤0.01%
900
370
$13K ﹤0.01%
200
371
$13K ﹤0.01%
220
372
$13K ﹤0.01%
260
373
$13K ﹤0.01%
200
374
$13K ﹤0.01%
+1,945
375
$13K ﹤0.01%
200
13 14
15
16 17