EWM
Endurance Wealth Management Portfolio holdings
AUM
$731M
1-Year Return
18.41%
This Quarter Return
+5.58%
1 Year Return
+18.41%
3 Year Return
+59.01%
5 Year Return
+95.34%
10 Year Return
+225.59%
AUM
$558M
AUM Growth
+$25.6M
(+4.8%)
Cap. Flow
+$5.56M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
29.41%
Holding
527
New
24
Increased
53
Reduced
105
Closed
25
Top Buys
| 1 |
AutoZone
AZO
|
$9.12M |
| 2 |
Amgen
AMGN
|
$5.55M |
| 3 |
Washington Trust Bancorp
WASH
|
$2.21M |
| 4 |
Fortive
FTV
|
$1.78M |
| 5 |
US Bancorp
USB
|
$1.34M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$2.56M |
| 2 |
Advance Auto Parts
AAP
|
$2.53M |
| 3 |
Wells Fargo
WFC
|
$1.66M |
| 4 |
Danaher
DHR
|
$1.51M |
| 5 |
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% |
