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
$559M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.44M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$5.44M
2
+$2.79M
3
+$1.56M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.19M
5
VHT icon
Vanguard Health Care ETF
VHT
+$811K

Sector Composition

1 Healthcare 14.74%
2 Technology 13.9%
3 Energy 13.59%
4 Financials 13.06%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17K ﹤0.01%
126
-25
352
$17K ﹤0.01%
153
353
$17K ﹤0.01%
425
354
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300
355
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550
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+500
357
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214
358
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+770
359
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1,000
360
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1,000
361
$15K ﹤0.01%
179
362
$15K ﹤0.01%
329
363
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100
364
$14K ﹤0.01%
200
365
$14K ﹤0.01%
465
366
$14K ﹤0.01%
200
367
$14K ﹤0.01%
125
368
$13K ﹤0.01%
220
369
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370
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211
371
$13K ﹤0.01%
350
372
$13K ﹤0.01%
900
373
$13K ﹤0.01%
76
374
$12K ﹤0.01%
272
375
$12K ﹤0.01%
260
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